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NAESX vs STMPX
NAESX vs STMPX Comparison
Open Charts NAESX vs STMPX
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
SEI Tax-Managed Small/Mid Cap Y(SIMT)
Price$24.48
Change-$0.31 (-1.25%)
VolumeN/A
Net Assets702.52M
NAESX vs STMPX Comparison Chart in %
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NAESX vs. STMPX commentary
Oct 09, 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 Buy and STMPX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. STMPX (703M). NAESX pays higher dividends than STMPX: NAESX (1.23) vs STMPX (0.60). NAESX was incepted earlier than STMPX: NAESX (65 years) vs STMPX (11 years). STMPX (0.98) is less costly to investors than NAESX (0.17). STMPX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than STMPX: NAESX (3000) vs STMPX (100000). NAESX annual gain was more profitable for investors over the last year : 10.42 vs. STMPX (-9.16). NAESX return over 5 years is better than : 58.94 vs. STMPX (22.92).
| NAESX | STMPX | NAESX / STMPX | |
| Total Expense Ratio | 0.17 | 0.98 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 0.98 | 17% |
| Fund Existence | 65 years | 11 years | - |
| Gain YTD | 7.684 | 8.300 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 703M | 23,044% |
| Annual Yield % from dividends | 1.23 | 0.60 | 205% |
| Returns for 1 year | 10.42 | -9.16 | -114% |
| Returns for 3 years | 48.54 | 19.37 | 251% |
| Returns for 5 years | 58.94 | 22.92 | 257% |
| Returns for 10 years | 133.72 | 41.05 | 326% |
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