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NAESX vs TSMWX
NAESX vs TSMWX Comparison
Open Charts NAESX vs TSMWX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Nuveen Quant Small/Mid Cap Eq R6
Price$14.69
Change-$0.60 (-3.92%)
VolumeN/A
CapitalizationN/A
NAESX vs TSMWX Comparison Chart
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NAESX vs. TSMWX commentary
Dec 19, 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 Hold and TSMWX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. TSMWX (1.52B). NAESX pays higher dividends than TSMWX: NAESX (1.31) vs TSMWX (0.89). NAESX was incepted earlier than TSMWX: NAESX (64 years) vs TSMWX (8 years). TSMWX is a more actively managed with annual turnover of: 86.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than TSMWX: NAESX (3000) vs TSMWX (1000000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. TSMWX (6.84). NAESX return over 5 years is better than : 53.79 vs. TSMWX (23.67).
| NAESX | TSMWX | NAESX / TSMWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 8 years | - |
| Gain YTD | 17.994 | 6.454 | 279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.52B | 11,016% |
| Annual Yield % from dividends | 1.31 | 0.89 | 148% |
| Returns for 1 year | 19.54 | 6.84 | 286% |
| Returns for 3 years | 15.71 | 2.89 | 544% |
| Returns for 5 years | 53.79 | 23.67 | 227% |
| Returns for 10 years | 124.30 | N/A | - |