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NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Nuveen Small/Mid-Cap Value A
Price$34.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets97.57M
NAESX vs NSMAX Comparison Chart in %
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NAESX vs. NSMAX commentary
Oct 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 NSMAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NSMAX (97.6M). NAESX pays higher dividends than NSMAX: NAESX (1.23) vs NSMAX (1.01). 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 : 4.92 vs. NSMAX (-4.02). NSMAX return over 5 years is better than : 60.43 vs. NAESX (55.28).
| 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 | 5.577 | 7.360 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 97.6M | 165,984% |
| Annual Yield % from dividends | 1.23 | 1.01 | 122% |
| Returns for 1 year | 4.92 | -4.02 | -122% |
| Returns for 3 years | 41.91 | 36.26 | 116% |
| Returns for 5 years | 55.28 | 60.43 | 91% |
| Returns for 10 years | 130.16 | 29.57 | 440% |
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