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NAESX vs VSMSX
NAESX vs VSMSX Comparison
Open Charts NAESX vs VSMSX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Vanguard S&P Small-Cap 600 Index I
Price$418.31
Change-$11.58 (-2.69%)
VolumeN/A
Net Assets4.85B
NAESX vs VSMSX Comparison Chart
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NAESX vs. VSMSX commentary
Feb 23, 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 Hold and VSMSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. VSMSX (4.85B). VSMSX pays higher dividends than NAESX: VSMSX (1.45) vs NAESX (1.31). NAESX was incepted earlier than VSMSX: NAESX (64 years) vs VSMSX (14 years). VSMSX is a more actively managed with annual turnover of: 19.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than VSMSX: NAESX (3000) vs VSMSX (5000000). NAESX annual gain was more profitable for investors over the last year : 11.22 vs. VSMSX (7.22). NAESX return over 5 years is better than : 44.30 vs. VSMSX (39.75).
| NAESX | VSMSX | NAESX / VSMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 14 years | - |
| Gain YTD | -0.321 | -1.948 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 4.85B | 3,320% |
| Annual Yield % from dividends | 1.31 | 1.45 | 90% |
| Returns for 1 year | 11.22 | 7.22 | 156% |
| Returns for 3 years | 18.76 | 9.29 | 202% |
| Returns for 5 years | 44.30 | 39.75 | 111% |
| Returns for 10 years | 105.17 | 103.24 | 102% |
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