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NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$127.53
Change+$1.43 (+1.13%)
VolumeN/A
Net Assets163.34B
Nuveen Small/Mid-Cap Value C
Price$29.15
Change+$0.16 (+0.55%)
VolumeN/A
Net Assets105.5M
NAESX vs NSMCX Comparison Chart in %
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NAESX vs. NSMCX commentary
Dec 13, 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 Buy and NSMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. NSMCX (106M). NAESX pays higher dividends than NSMCX: NAESX (1.21) vs NSMCX (0.34). NAESX was incepted earlier than NSMCX: NAESX (65 years) vs NSMCX (19 years). NSMCX (2.17) is less costly to investors than NAESX (0.17). NSMCX is a more actively managed with annual turnover of: 64.00 vs. NAESX (13.00). NSMCX has a lower initial minimum investment than NAESX: NSMCX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 4.21 vs. NSMCX (-2.78). NAESX return over 5 years is better than : 42.60 vs. NSMCX (37.30).
| NAESX | NSMCX | NAESX / NSMCX | |
| Total Expense Ratio | 0.17 | 2.06 | 8% |
| Annual Report Gross Expense Ratio | 0.17 | 2.17 | 8% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | 10.991 | 15.081 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 106M | 153,774% |
| Annual Yield % from dividends | 1.21 | 0.34 | 352% |
| Returns for 1 year | 4.21 | -2.78 | -152% |
| Returns for 3 years | 41.52 | 27.50 | 151% |
| Returns for 5 years | 42.60 | 37.30 | 114% |
| Returns for 10 years | 152.64 | 18.10 | 843% |
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