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NAESX vs SMLKX
NAESX vs SMLKX Comparison
Open Charts NAESX vs SMLKX
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
Shelton S&P Smallcap Index K
Price$21.61
Change+$0.23 (+1.08%)
VolumeN/A
Net Assets54.47M
NAESX vs SMLKX Comparison Chart
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NAESX vs. SMLKX commentary
Jan 31, 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 StrongBuy and SMLKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SMLKX (54.5M). NAESX pays higher dividends than SMLKX: NAESX (1.31) vs SMLKX (0.43). NAESX was incepted earlier than SMLKX: NAESX (64 years) vs SMLKX (21 years). NAESX (12.00) and SMLKX (12.00) have comparable annual turnover. 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 : 20.30 vs. SMLKX (5.31). NAESX return over 5 years is better than : 55.79 vs. SMLKX (9.62).
| NAESX | SMLKX | NAESX / SMLKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 21 years | - |
| Gain YTD | 3.621 | 2.542 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 54.5M | 284,404% |
| Annual Yield % from dividends | 1.31 | 0.43 | 305% |
| Returns for 1 year | 20.30 | 5.31 | 382% |
| Returns for 3 years | 20.81 | -7.29 | -285% |
| Returns for 5 years | 55.79 | 9.62 | 580% |
| Returns for 10 years | 124.23 | 9.89 | 1,257% |