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NAESX vs SMLKX
NAESX vs SMLKX Comparison
Open Charts NAESX vs SMLKX
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
Shelton S&P Smallcap Index K
Price$17.27
Change+$0.21 (+1.23%)
VolumeN/A
Net Assets43M
NAESX vs SMLKX Comparison Chart
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NAESX vs. SMLKX commentary
Apr 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAESX is a Buy and SMLKX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SMLKX (43M). NAESX pays higher dividends than SMLKX: NAESX (1.39) vs SMLKX (0.53). NAESX was incepted earlier than SMLKX: NAESX (65 years) vs SMLKX (22 years). SMLKX (1.41) is less costly to investors than NAESX (0.17). SMLKX is a more actively managed with annual turnover of: 26.00 vs. NAESX (12.00). SMLKX has a lower initial minimum investment than NAESX: SMLKX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -7.81 vs. SMLKX (-17.66). NAESX return over 5 years is better than : 63.69 vs. SMLKX (15.10).
| NAESX | SMLKX | NAESX / SMLKX | |
| Total Expense Ratio | 0.17 | 1.41 | 12% |
| Annual Report Gross Expense Ratio | 0.17 | 1.41 | 12% |
| Fund Existence | 65 years | 22 years | - |
| Gain YTD | -15.507 | -18.101 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 43M | 332,558% |
| Annual Yield % from dividends | 1.39 | 0.53 | 262% |
| Returns for 1 year | -7.81 | -17.66 | 44% |
| Returns for 3 years | -0.30 | -24.40 | 1% |
| Returns for 5 years | 63.69 | 15.10 | 422% |
| Returns for 10 years | 70.97 | -17.96 | -395% |
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