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NAESX vs TSMWX
NAESX vs TSMWX Comparison
Open Charts NAESX vs TSMWX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Nuveen Quant Small/Mid Cap Eq R6
Price$16.06
Change-$0.09 (-0.56%)
VolumeN/A
CapitalizationN/A
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NAESX vs TSMWX Comparison Chart
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NAESX vs. TSMWX 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 TSMWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. TSMWX (1.38B). 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 (25.47) and TSMWX (24.99) have marching annual gain over last year. NAESX return over 5 years is better than : 53.25 vs. TSMWX (34.71).
| 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 | 10.861 | 14.101 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.38B | 10,781% |
| Annual Yield % from dividends | 1.31 | 0.89 | 148% |
| Returns for 1 year | 25.47 | 24.99 | 102% |
| Returns for 3 years | 8.84 | -7.53 | -117% |
| Returns for 5 years | 53.25 | 34.71 | 153% |
| Returns for 10 years | 120.79 | N/A | - |
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