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NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
Nuveen Small/Mid-Cap Value A
Price$35.96
Change+$0.47 (+1.32%)
VolumeN/A
Net Assets102.21M
NAESX vs NSMAX Comparison Chart in %
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NAESX vs. NSMAX commentary
Dec 04, 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 Buy and NSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NSMAX (102M). NAESX pays higher dividends than NSMAX: NAESX (1.21) vs NSMAX (0.97). NAESX was incepted earlier than NSMAX: NAESX (65 years) vs NSMAX (19 years). NSMAX (1.42) is less costly to investors than NAESX (0.17). NSMAX is a more actively managed with annual turnover of: 64.00 vs. NAESX (13.00). NSMAX has a lower initial minimum investment than NAESX: NSMAX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.86 vs. NSMAX (-5.21). NSMAX return over 5 years is better than : 48.75 vs. NAESX (40.97).
| NAESX | NSMAX | NAESX / NSMAX | |
| Total Expense Ratio | 0.17 | 1.31 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.42 | 12% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | 7.092 | 11.776 | 60% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 102M | 158,824% |
| Annual Yield % from dividends | 1.21 | 0.97 | 124% |
| Returns for 1 year | -0.86 | -5.21 | 17% |
| Returns for 3 years | 32.07 | 27.12 | 118% |
| Returns for 5 years | 40.97 | 48.75 | 84% |
| Returns for 10 years | 131.34 | 29.18 | 450% |
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