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NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Nuveen Small/Mid-Cap Value A
Price$32.93
Change-$0.25 (-0.75%)
VolumeN/A
Net Assets93.26M
NAESX vs NSMAX Comparison Chart in %
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NAESX vs. NSMAX commentary
Aug 18, 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: 154B vs. NSMAX (93.3M). NAESX pays higher dividends than NSMAX: NAESX (1.25) vs NSMAX (1.08). 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 : 9.15 vs. NSMAX (-1.71). NAESX (57.53) and NSMAX (55.04) 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 | 2.494 | 3.132 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 93.3M | 165,059% |
| Annual Yield % from dividends | 1.25 | 1.08 | 116% |
| Returns for 1 year | 9.15 | -1.71 | -535% |
| Returns for 3 years | 20.39 | 18.88 | 108% |
| Returns for 5 years | 57.53 | 55.04 | 105% |
| Returns for 10 years | 112.59 | 22.61 | 498% |
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