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NAESX vs SMLKX
NAESX vs SMLKX Comparison
Open Charts NAESX vs SMLKX
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
Shelton S&P Smallcap Index K
Price$20.54
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets48.73M
NAESX vs SMLKX Comparison Chart in %
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NAESX vs. SMLKX commentary
Nov 20, 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 Hold and SMLKX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SMLKX (48.7M). NAESX pays higher dividends than SMLKX: NAESX (1.22) vs SMLKX (0.49). 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 (13.00). 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 : -0.86 vs. SMLKX (-12.80). NAESX return over 5 years is better than : 39.31 vs. SMLKX (0.52).
| 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 | 2.409 | -1.016 | -237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 48.7M | 332,649% |
| Annual Yield % from dividends | 1.22 | 0.49 | 250% |
| Returns for 1 year | -0.86 | -12.80 | 7% |
| Returns for 3 years | 29.99 | -5.07 | -591% |
| Returns for 5 years | 39.31 | 0.52 | 7,578% |
| Returns for 10 years | 122.07 | 1.96 | 6,237% |
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