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NAESX vs TSMWX
NAESX vs TSMWX Comparison
Open Charts NAESX vs TSMWX
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
Nuveen Quant Small/Mid Cap Eq R6
Price$15.49
Change+$0.18 (+1.18%)
VolumeN/A
Net Assets1.5B
NAESX vs TSMWX Comparison Chart
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NAESX vs. TSMWX commentary
Jan 31, 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 StrongBuy and TSMWX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. TSMWX (1.5B). 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 : 20.30 vs. TSMWX (12.98). NAESX return over 5 years is better than : 55.79 vs. TSMWX (32.00).
| 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 | 3.621 | 4.221 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.5B | 10,326% |
| Annual Yield % from dividends | 1.31 | 0.89 | 148% |
| Returns for 1 year | 20.30 | 12.98 | 156% |
| Returns for 3 years | 20.81 | 10.42 | 200% |
| Returns for 5 years | 55.79 | 32.00 | 174% |
| Returns for 10 years | 124.23 | N/A | - |