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EMGRX vs NAESX
EMGRX vs NAESX Comparison
Open Charts EMGRX vs NAESX
Nuveen Small Cap Select A
Price$9.71
Change-$0.17 (-1.72%)
VolumeN/A
Net Assets156.08M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
EMGRX vs NAESX Comparison Chart
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EMGRX vs. NAESX commentary
Jun 16, 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 EMGRX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. EMGRX (156M). NAESX pays higher dividends than EMGRX: NAESX (1.35) vs EMGRX (0.02). EMGRX was incepted earlier than NAESX: EMGRX (33 years) vs NAESX (65 years). EMGRX (1.35) is less costly to investors than NAESX (0.17). EMGRX is a more actively managed with annual turnover of: 56.00 vs. NAESX (13.00). EMGRX (3000) and NAESX (3000) have matching initial minimum investment requirements. NAESX annual gain was more profitable for investors over the last year : 5.19 vs. EMGRX (-0.29). NAESX return over 5 years is better than : 63.19 vs. EMGRX (40.96).
| EMGRX | NAESX | EMGRX / NAESX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.35 | 0.17 | 794% |
| Fund Existence | 33 years | 65 years | - |
| Gain YTD | -7.700 | -4.390 | 175% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 148B | 0% |
| Annual Yield % from dividends | 0.02 | 1.35 | 1% |
| Returns for 1 year | -0.29 | 5.19 | -6% |
| Returns for 3 years | 28.64 | 31.28 | 92% |
| Returns for 5 years | 40.96 | 63.19 | 65% |
| Returns for 10 years | -17.22 | 92.88 | -19% |
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