Interact to see
Advertisement
Advertisement
NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$124.66
Change+$0.62 (+0.50%)
VolumeN/A
Net Assets163.34B
Nuveen Small/Mid-Cap Value C
Price$28.48
Change+$0.14 (+0.49%)
VolumeN/A
Net Assets102.21M
NAESX vs NSMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NSMCX commentary
Dec 05, 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 (102M). 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 : 0.18 vs. NSMCX (-7.02). NAESX return over 5 years is better than : 39.43 vs. NSMCX (32.62).
| 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 | 7.953 | 11.883 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 102M | 159,804% |
| Annual Yield % from dividends | 1.21 | 0.34 | 352% |
| Returns for 1 year | 0.18 | -7.02 | -3% |
| Returns for 3 years | 33.13 | 21.00 | 158% |
| Returns for 5 years | 39.43 | 32.62 | 121% |
| Returns for 10 years | 133.20 | 8.08 | 1,648% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers