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NAESX vs SMYFX
NAESX vs SMYFX Comparison
Open Charts NAESX vs SMYFX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SEI Small Cap Y (SIMT)
Price$12.93
Change-$0.57 (-4.22%)
VolumeN/A
CapitalizationN/A
NAESX vs SMYFX Comparison Chart
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NAESX vs. SMYFX commentary
Dec 19, 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 Hold and SMYFX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. SMYFX (458M). NAESX pays higher dividends than SMYFX: NAESX (1.31) vs SMYFX (0.50). NAESX was incepted earlier than SMYFX: NAESX (64 years) vs SMYFX (10 years). SMYFX is a more actively managed with annual turnover of: 106.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than SMYFX: NAESX (3000) vs SMYFX (100000). SMYFX annual gain was more profitable for investors over the last year : 22.77 vs. NAESX (19.54). NAESX return over 5 years is better than : 53.79 vs. SMYFX (31.47).
| NAESX | SMYFX | NAESX / SMYFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 10 years | - |
| Gain YTD | 17.994 | 19.775 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 458M | 36,463% |
| Annual Yield % from dividends | 1.31 | 0.50 | 263% |
| Returns for 1 year | 19.54 | 22.77 | 86% |
| Returns for 3 years | 15.71 | 15.98 | 98% |
| Returns for 5 years | 53.79 | 31.47 | 171% |
| Returns for 10 years | 124.30 | N/A | - |
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