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NAESX vs VSMSX
NAESX vs VSMSX Comparison
Open Charts NAESX vs VSMSX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Vanguard S&P Small-Cap 600 Index I
Price$437.08
Change+$2.31 (+0.53%)
VolumeN/A
Net Assets4.73B
NAESX vs VSMSX Comparison Chart
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NAESX vs. VSMSX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. VSMSX (4.73B). 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 : 21.23 vs. VSMSX (15.30). NAESX return over 5 years is better than : 48.81 vs. VSMSX (41.99).
| 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 | 3.370 | 2.452 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 4.73B | 3,278% |
| Annual Yield % from dividends | 1.31 | 1.45 | 90% |
| Returns for 1 year | 21.23 | 15.30 | 139% |
| Returns for 3 years | 17.16 | 8.15 | 211% |
| Returns for 5 years | 48.81 | 41.99 | 116% |
| Returns for 10 years | 126.44 | 124.50 | 102% |