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NAESX vs SMLKX
NAESX vs SMLKX Comparison
Open Charts NAESX vs SMLKX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Shelton S&P Smallcap Index K
Price$22.93
Change-$0.24 (-1.04%)
VolumeN/A
CapitalizationN/A
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NAESX vs SMLKX Comparison Chart
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NAESX vs. SMLKX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SMLKX (55.7M). 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 : 25.47 vs. SMLKX (20.22). NAESX return over 5 years is better than : 53.25 vs. SMLKX (11.81).
| 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 | 10.861 | 7.993 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 55.7M | 267,504% |
| Annual Yield % from dividends | 1.31 | 0.43 | 305% |
| Returns for 1 year | 25.47 | 20.22 | 126% |
| Returns for 3 years | 8.84 | -9.06 | -98% |
| Returns for 5 years | 53.25 | 11.81 | 451% |
| Returns for 10 years | 120.79 | 15.79 | 765% |
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