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MNSQX vs NAESX
MNSQX vs NAESX Comparison
Open Charts MNSQX vs NAESX
Invesco Main Street Small Cap R5
Price$21.90
Change-$0.40 (-1.79%)
VolumeN/A
Net Assets1.99B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
MNSQX vs NAESX Comparison Chart
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MNSQX 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 MNSQX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. MNSQX (1.99B). NAESX pays higher dividends than MNSQX: NAESX (1.35) vs MNSQX (0.18). MNSQX was incepted earlier than NAESX: MNSQX (6 years) vs NAESX (65 years). MNSQX (0.76) is less costly to investors than NAESX (0.17). MNSQX is a more actively managed with annual turnover of: 41.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than MNSQX: NAESX (3000) vs MNSQX (1000000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. MNSQX (2.61). MNSQX (64.23) and NAESX (63.19) have equivalent 5 years return.
| MNSQX | NAESX | MNSQX / NAESX | |
| Total Expense Ratio | 0.76 | 0.17 | 447% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 6 years | 65 years | - |
| Gain YTD | -1.084 | -4.390 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 148B | 1% |
| Annual Yield % from dividends | 0.18 | 1.35 | 14% |
| Returns for 1 year | 2.61 | 5.19 | 50% |
| Returns for 3 years | 32.71 | 31.28 | 105% |
| Returns for 5 years | 64.23 | 63.19 | 102% |
| Returns for 10 years | N/A | 92.88 | - |
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