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NAESX vs STMSX
NAESX vs STMSX Comparison
Open Charts NAESX vs STMSX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$27.60
Change-$0.27 (-0.97%)
VolumeN/A
CapitalizationN/A
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NAESX vs STMSX Comparison Chart
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NAESX vs. STMSX 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 STMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. STMSX (890M). 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 (25.47) and STMSX (24.35) have marching annual gain over last year. NAESX return over 5 years is better than : 53.25 vs. STMSX (33.30).
| 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 | 10.861 | 14.139 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 890M | 16,742% |
| Annual Yield % from dividends | 1.31 | 0.38 | 347% |
| Returns for 1 year | 25.47 | 24.35 | 105% |
| Returns for 3 years | 8.84 | 1.84 | 481% |
| Returns for 5 years | 53.25 | 33.30 | 160% |
| Returns for 10 years | 120.79 | 60.28 | 200% |
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