Ad is loading...
NAESX vs VSMSX
NAESX vs VSMSX Comparison
Open Charts NAESX vs VSMSX
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
Vanguard S&P Small-Cap 600 Index I
Price$354.53
Change+$4.47 (+1.28%)
VolumeN/A
Net Assets4.23B
NAESX vs VSMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. VSMSX commentary
Apr 14, 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 VSMSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. VSMSX (4.23B). VSMSX pays higher dividends than NAESX: VSMSX (1.64) vs NAESX (1.39). NAESX was incepted earlier than VSMSX: NAESX (65 years) vs VSMSX (14 years). NAESX (0.17) is less costly to investors than VSMSX (0.03). VSMSX is a more actively managed with annual turnover of: 26.00 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 : -6.50 vs. VSMSX (-9.35). NAESX return over 5 years is better than : 66.02 vs. VSMSX (60.28).
| NAESX | VSMSX | NAESX / VSMSX | |
| Total Expense Ratio | 0.17 | 0.03 | 567% |
| Annual Report Gross Expense Ratio | 0.17 | 0.03 | 567% |
| Fund Existence | 65 years | 14 years | - |
| Gain YTD | -14.307 | -16.898 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 4.23B | 3,383% |
| Annual Yield % from dividends | 1.39 | 1.64 | 85% |
| Returns for 1 year | -6.50 | -9.35 | 70% |
| Returns for 3 years | 1.12 | -7.06 | -16% |
| Returns for 5 years | 66.02 | 60.28 | 110% |
| Returns for 10 years | 73.40 | 69.04 | 106% |