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IYSMX vs NAESX
IYSMX vs NAESX Comparison
Open Charts IYSMX vs NAESX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
IYSMX vs NAESX Comparison Chart in %
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IYSMX vs. NAESX commentary
Feb 04, 2026
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 IYSMX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. IYSMX (370M). NAESX pays higher dividends than IYSMX: NAESX (1.16) vs IYSMX (0.10). IYSMX was incepted earlier than NAESX: IYSMX (13 years) vs NAESX (65 years). IYSMX (1.57) is less costly to investors than NAESX (0.17). IYSMX is a more actively managed with annual turnover of: 16.00 vs. NAESX (13.00). IYSMX has a lower initial minimum investment than NAESX: IYSMX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 10.68 vs. IYSMX (7.89). NAESX return over 5 years is better than : 31.77 vs. IYSMX (-11.78).
| IYSMX | NAESX | IYSMX / NAESX | |
| Total Expense Ratio | 1.39 | 0.17 | 818% |
| Annual Report Gross Expense Ratio | 1.57 | 0.17 | 924% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | 4.791 | 5.519 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 162B | 0% |
| Annual Yield % from dividends | 0.10 | 1.16 | 9% |
| Returns for 1 year | 7.89 | 10.68 | 74% |
| Returns for 3 years | 33.64 | 33.00 | 102% |
| Returns for 5 years | -11.78 | 31.77 | -37% |
| Returns for 10 years | 46.02 | 185.98 | 25% |
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