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NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$130.85
Change+$0.30 (+0.23%)
VolumeN/A
Net Assets162.31B
Nuveen Small/Mid-Cap Value A
Price$35.66
Change+$0.36 (+1.02%)
VolumeN/A
Net Assets110.02M
NAESX vs NSMAX Comparison Chart in %
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NAESX vs. NSMAX commentary
Jan 15, 2026
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 (110M). NAESX pays higher dividends than NSMAX: NAESX (1.22) vs NSMAX (0.45). NAESX was incepted earlier than NSMAX: NAESX (65 years) vs NSMAX (19 years). NSMAX (1.35) 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 : 12.98 vs. NSMAX (11.24). NAESX (34.90) and NSMAX (34.77) have equivalent 5 years return.
| NAESX | NSMAX | NAESX / NSMAX | |
| Total Expense Ratio | 0.17 | 1.31 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.35 | 13% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | 5.883 | 6.639 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 110M | 147,273% |
| Annual Yield % from dividends | 1.22 | 0.45 | 268% |
| Returns for 1 year | 12.98 | 11.24 | 115% |
| Returns for 3 years | 40.70 | 34.92 | 117% |
| Returns for 5 years | 34.90 | 34.77 | 100% |
| Returns for 10 years | 185.16 | 51.03 | 363% |
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