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NAESX vs VSMSX
NAESX vs VSMSX Comparison
Open Charts NAESX vs VSMSX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Small-Cap 600 Index I
Price$434.38
Change-$18.17 (-4.02%)
VolumeN/A
CapitalizationN/A
NAESX vs VSMSX Comparison Chart
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NAESX vs. VSMSX commentary
Dec 19, 2024
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: 167B vs. VSMSX (5.27B). 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 : 19.54 vs. VSMSX (14.87). NAESX return over 5 years is better than : 53.79 vs. VSMSX (49.27).
| 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 | 17.994 | 13.549 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 5.27B | 3,167% |
| Annual Yield % from dividends | 1.31 | 1.45 | 90% |
| Returns for 1 year | 19.54 | 14.87 | 131% |
| Returns for 3 years | 15.71 | 11.16 | 141% |
| Returns for 5 years | 53.79 | 49.27 | 109% |
| Returns for 10 years | 124.30 | 127.95 | 97% |
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