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NAESX vs SMYFX
NAESX vs SMYFX Comparison
Open Charts NAESX vs SMYFX
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
SEI Small Cap Y (SIMT)
Price$12.46
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets438.61M
NAESX vs SMYFX Comparison Chart
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NAESX vs. SMYFX commentary
Jun 07, 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 SMYFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SMYFX (439M). NAESX pays higher dividends than SMYFX: NAESX (1.35) vs SMYFX (0.95). NAESX was incepted earlier than SMYFX: NAESX (65 years) vs SMYFX (10 years). SMYFX (0.98) is less costly to investors than NAESX (0.17). SMYFX is a more actively managed with annual turnover of: 103.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SMYFX: NAESX (3000) vs SMYFX (100000). NAESX annual gain was more profitable for investors over the last year : 4.88 vs. SMYFX (-7.18). NAESX return over 5 years is better than : 52.45 vs. SMYFX (18.88).
| NAESX | SMYFX | NAESX / SMYFX | |
| Total Expense Ratio | 0.17 | 0.98 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 0.98 | 17% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | -3.929 | -3.231 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 439M | 33,713% |
| Annual Yield % from dividends | 1.35 | 0.95 | 143% |
| Returns for 1 year | 4.88 | -7.18 | -68% |
| Returns for 3 years | 18.26 | 1.02 | 1,798% |
| Returns for 5 years | 52.45 | 18.88 | 278% |
| Returns for 10 years | 95.90 | -4.76 | -2,014% |
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