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NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Nuveen Small/Mid-Cap Value A
Price$32.78
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets93.8M
NAESX vs NSMAX Comparison Chart in %
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NAESX vs. NSMAX commentary
Jul 07, 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 StrongBuy and NSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NSMAX (93.8M). NAESX pays higher dividends than NSMAX: NAESX (1.28) vs NSMAX (1.09). 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: 81.00 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 : 12.22 vs. NSMAX (3.14). NAESX (69.32) and NSMAX (68.64) have equivalent 5 years return.
| 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 | 1.432 | 2.662 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 93.8M | 157,783% |
| Annual Yield % from dividends | 1.28 | 1.09 | 118% |
| Returns for 1 year | 12.22 | 3.14 | 390% |
| Returns for 3 years | 37.83 | 33.92 | 112% |
| Returns for 5 years | 69.32 | 68.64 | 101% |
| Returns for 10 years | 108.83 | 17.23 | 631% |
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