NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
NSMAX
Price
$32.78
Change
+$0.19 (+0.58%)
Updated
Jul 3 closing price
Net Assets
93.8M
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NAESX vs NSMAX

Header iconNAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAXBanner chart's image
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Nuveen Small/Mid-Cap Value A
Price$32.78
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets93.8M
NAESX vs NSMAX Comparison Chart in %
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NAESX vs. NSMAX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NSMAX (93.8M). 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 : 12.22 vs. NSMAX (3.14). NAESX (69.32) and NSMAX (68.64) have equivalent 5 years return.
NAESXNSMAXNAESX / NSMAX
Total Expense Ratio0.171.3113%
Annual Report Gross Expense Ratio0.171.4212%
Fund Existence65 years19 years-
Gain YTD1.4322.66254%
Front LoadN/A6%-
Min. Initial Investment30002500120%
Min. Initial Investment IRAN/AN/A-
Net Assets148B93.8M157,783%
Annual Yield % from dividends1.281.09118%
Returns for 1 year12.223.14390%
Returns for 3 years37.8333.92112%
Returns for 5 years69.3268.64101%
Returns for 10 years108.8317.23631%
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