Ad is loading...
NAESX vs TSMWX
NAESX vs TSMWX Comparison
Open Charts NAESX vs TSMWX
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
Nuveen Quant Small/Mid Cap Eq R6
Price$12.63
Change+$0.57 (+4.73%)
VolumeN/A
Net Assets1.34B
NAESX vs TSMWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. TSMWX commentary
Apr 12, 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 TSMWX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. TSMWX (1.34B). NAESX pays higher dividends than TSMWX: NAESX (1.39) vs TSMWX (0.82). NAESX was incepted earlier than TSMWX: NAESX (65 years) vs TSMWX (9 years). TSMWX (0.47) is less costly to investors than NAESX (0.17). 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 : -3.54 vs. TSMWX (-9.20). NAESX return over 5 years is better than : 71.00 vs. TSMWX (48.85).
| NAESX | TSMWX | NAESX / TSMWX | |
| Total Expense Ratio | 0.17 | 0.47 | 36% |
| Annual Report Gross Expense Ratio | 0.17 | 0.47 | 36% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | -11.734 | -10.347 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.34B | 10,672% |
| Annual Yield % from dividends | 1.39 | 0.82 | 169% |
| Returns for 1 year | -3.54 | -9.20 | 38% |
| Returns for 3 years | 4.24 | -3.79 | -112% |
| Returns for 5 years | 71.00 | 48.85 | 145% |
| Returns for 10 years | 78.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...