Interact to see
Advertisement
Advertisement
NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
Nuveen Small/Mid-Cap Value A
Price$34.36
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets98.71M
NAESX vs NSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NSMAX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. NSMAX (98.7M). NAESX pays higher dividends than NSMAX: NAESX (1.20) vs NSMAX (1.02). 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 : 13.62 vs. NSMAX (2.98). NAESX (66.60) and NSMAX (64.20) 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 | 6.494 | 7.767 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 98.7M | 163,121% |
| Annual Yield % from dividends | 1.20 | 1.02 | 117% |
| Returns for 1 year | 13.62 | 2.98 | 457% |
| Returns for 3 years | 39.23 | 35.51 | 111% |
| Returns for 5 years | 66.60 | 64.20 | 104% |
| Returns for 10 years | 132.36 | 34.32 | 386% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SSETX | 43.90 | 0.62 | +1.43% |
| BNY Mellon Small Cap Gr I | |||
| MSERX | 9.84 | 0.04 | +0.41% |
| MassMutual Small Cap Growth Eq R4 | |||
| RLISX | 25.15 | -0.02 | -0.08% |
| Russell Inv Equity Income S | |||
| BMCAX | 25.58 | -0.03 | -0.12% |
| BlackRock Advantage Large Cap Gr Inv A | |||
| CSXCX | 50.43 | -0.11 | -0.22% |
| Calvert US Large Cap Core Rspnb Idx C | |||