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NAESX vs TSMOX
NAESX vs TSMOX Comparison
Open Charts NAESX vs TSMOX
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
Nuveen Quant Small/Mid Cap Eq Retirement
Price$13.33
Change+$0.29 (+2.22%)
VolumeN/A
Net Assets1.35B
NAESX vs TSMOX Comparison Chart
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NAESX vs. TSMOX commentary
Apr 25, 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 TSMOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. TSMOX (1.35B). NAESX pays higher dividends than TSMOX: NAESX (1.39) vs TSMOX (0.63). NAESX was incepted earlier than TSMOX: NAESX (65 years) vs TSMOX (9 years). TSMOX (0.71) is less costly to investors than NAESX (0.17). 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). NAESX annual gain was more profitable for investors over the last year : -2.36 vs. TSMOX (-8.24). NAESX return over 5 years is better than : 71.57 vs. TSMOX (46.30).
| NAESX | TSMOX | NAESX / TSMOX | |
| Total Expense Ratio | 0.17 | 0.71 | 24% |
| Annual Report Gross Expense Ratio | 0.17 | 0.71 | 24% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | -12.247 | -10.501 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.35B | 10,593% |
| Annual Yield % from dividends | 1.39 | 0.63 | 222% |
| Returns for 1 year | -2.36 | -8.24 | 29% |
| Returns for 3 years | 4.67 | -3.74 | -125% |
| Returns for 5 years | 71.57 | 46.30 | 155% |
| Returns for 10 years | 78.60 | N/A | - |