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NAESX vs VSMSX
NAESX vs VSMSX Comparison
Open Charts NAESX vs VSMSX
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
Vanguard S&P Small-Cap 600 Index I
Price$395.29
Change-$0.13 (-0.03%)
VolumeN/A
Net Assets4.31B
NAESX vs VSMSX Comparison Chart
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NAESX vs. VSMSX commentary
Jun 06, 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 VSMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. VSMSX (4.31B). VSMSX pays higher dividends than NAESX: VSMSX (1.63) vs NAESX (1.35). 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 (13.00). 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 : 4.88 vs. VSMSX (-1.32). NAESX return over 5 years is better than : 52.45 vs. VSMSX (47.31).
| 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 | -3.929 | -7.313 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 4.31B | 3,432% |
| Annual Yield % from dividends | 1.35 | 1.63 | 83% |
| Returns for 1 year | 4.88 | -1.32 | -370% |
| Returns for 3 years | 18.26 | 5.16 | 354% |
| Returns for 5 years | 52.45 | 47.31 | 111% |
| Returns for 10 years | 95.90 | 89.40 | 107% |
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