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NAESX vs VSMSX
NAESX vs VSMSX Comparison
Open Charts NAESX vs VSMSX
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
Vanguard S&P Small-Cap 600 Index I
Price$385.13
Change+$0.13 (+0.03%)
VolumeN/A
Net Assets4.1B
NAESX vs VSMSX Comparison Chart
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NAESX vs. VSMSX commentary
May 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. VSMSX (4.1B). VSMSX pays higher dividends than NAESX: VSMSX (1.71) vs NAESX (1.43). 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 : 0.38 vs. VSMSX (-4.53). NAESX (67.70) and VSMSX (67.65) have equivalent 5 years return.
| 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 | -6.963 | -9.756 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 4.1B | 3,418% |
| Annual Yield % from dividends | 1.43 | 1.71 | 83% |
| Returns for 1 year | 0.38 | -4.53 | -8% |
| Returns for 3 years | 22.74 | 9.93 | 229% |
| Returns for 5 years | 67.70 | 67.65 | 100% |
| Returns for 10 years | 91.12 | 87.09 | 105% |
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