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NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Nuveen Small/Mid-Cap Value A
Price$32.73
Change+$0.17 (+0.52%)
VolumeN/A
Net Assets95.03M
NAESX vs NSMAX Comparison Chart in %
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NAESX vs. NSMAX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NSMAX (95M). 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 : 8.46 vs. NSMAX (-0.87). NAESX return over 5 years is better than : 66.66 vs. NSMAX (63.04).
| 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 | 2.781 | 2.505 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 95M | 161,053% |
| Annual Yield % from dividends | 1.28 | 1.09 | 118% |
| Returns for 1 year | 8.46 | -0.87 | -968% |
| Returns for 3 years | 34.15 | 30.10 | 113% |
| Returns for 5 years | 66.66 | 63.04 | 106% |
| Returns for 10 years | 114.71 | 21.20 | 541% |
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