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NAESX vs SMLKX
NAESX vs SMLKX Comparison
Open Charts NAESX vs SMLKX
Vanguard Small Cap Index I
Price$111.04
Change-$2.78 (-2.44%)
VolumeN/A
Net Assets160.88B
Shelton S&P Smallcap Index K
Price$19.72
Change-$0.48 (-2.38%)
VolumeN/A
Net Assets50.9M
NAESX vs SMLKX Comparison Chart
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NAESX vs. SMLKX commentary
Mar 04, 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: 161B vs. SMLKX (50.9M). 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 : 7.68 vs. SMLKX (-4.03). NAESX return over 5 years is better than : 56.74 vs. SMLKX (10.78).
| 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 | -1.155 | -3.118 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 50.9M | 316,306% |
| Annual Yield % from dividends | 1.31 | 0.43 | 305% |
| Returns for 1 year | 7.68 | -4.03 | -191% |
| Returns for 3 years | 16.86 | -12.52 | -135% |
| Returns for 5 years | 56.74 | 10.78 | 526% |
| Returns for 10 years | 106.73 | 0.71 | 15,054% |
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