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NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Nuveen Small/Mid-Cap Value A
Price$35.80
Change+$1.30 (+3.77%)
VolumeN/A
Net Assets111.62M
NAESX vs NSMAX Comparison Chart in %
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NAESX vs. NSMAX commentary
Feb 04, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NSMAX (112M). NAESX pays higher dividends than NSMAX: NAESX (1.16) vs NSMAX (0.43). 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 : 10.68 vs. NSMAX (9.53). NSMAX return over 5 years is better than : 33.96 vs. NAESX (31.77).
| 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 | 5.519 | 7.057 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 112M | 144,643% |
| Annual Yield % from dividends | 1.16 | 0.43 | 271% |
| Returns for 1 year | 10.68 | 9.53 | 112% |
| Returns for 3 years | 33.00 | 30.88 | 107% |
| Returns for 5 years | 31.77 | 33.96 | 94% |
| Returns for 10 years | 185.98 | 51.00 | 365% |
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