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NAESX vs TSMOX
NAESX vs TSMOX Comparison
Open Charts NAESX vs TSMOX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Nuveen Quant Small/Mid Cap Eq Retirement
Price$16.62
Change-$0.19 (-1.13%)
VolumeN/A
CapitalizationN/A
NAESX vs TSMOX Comparison Chart
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NAESX vs. TSMOX commentary
Nov 18, 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 TSMOX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. TSMOX (1.46B). NAESX pays higher dividends than TSMOX: NAESX (1.31) vs TSMOX (0.70). NAESX was incepted earlier than TSMOX: NAESX (64 years) vs TSMOX (8 years). TSMOX is a more actively managed with annual turnover of: 86.00 vs. NAESX (12.00). TSMOX has a lower initial minimum investment than NAESX: TSMOX (0) vs NAESX (3000). TSMOX annual gain was more profitable for investors over the last year : 33.19 vs. NAESX (30.24). NAESX return over 5 years is better than : 55.43 vs. TSMOX (35.76).
| NAESX | TSMOX | NAESX / TSMOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 8 years | - |
| Gain YTD | 15.758 | 20.435 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.46B | 10,335% |
| Annual Yield % from dividends | 1.31 | 0.70 | 187% |
| Returns for 1 year | 30.24 | 33.19 | 91% |
| Returns for 3 years | 4.66 | -10.68 | -44% |
| Returns for 5 years | 55.43 | 35.76 | 155% |
| Returns for 10 years | 122.58 | N/A | - |
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