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NAESX vs STMSX
NAESX vs STMSX Comparison
Open Charts NAESX vs STMSX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$22.63
Change-$0.66 (-2.83%)
VolumeN/A
Net Assets698.89M
NAESX vs STMSX Comparison Chart
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NAESX vs. STMSX commentary
Feb 23, 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 STMSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. STMSX (699M). NAESX pays higher dividends than STMSX: NAESX (1.31) vs STMSX (0.38). NAESX was incepted earlier than STMSX: NAESX (64 years) vs STMSX (24 years). STMSX is a more actively managed with annual turnover of: 62.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than STMSX: NAESX (3000) vs STMSX (100000). NAESX annual gain was more profitable for investors over the last year : 11.22 vs. STMSX (-9.04). NAESX return over 5 years is better than : 44.30 vs. STMSX (3.77).
| NAESX | STMSX | NAESX / STMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 24 years | - |
| Gain YTD | -0.321 | -1.523 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 699M | 23,033% |
| Annual Yield % from dividends | 1.31 | 0.38 | 347% |
| Returns for 1 year | 11.22 | -9.04 | -124% |
| Returns for 3 years | 18.76 | -7.70 | -244% |
| Returns for 5 years | 44.30 | 3.77 | 1,175% |
| Returns for 10 years | 105.17 | 21.98 | 479% |
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