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NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Nuveen Small/Mid-Cap Value C
Price$27.83
Change+$0.61 (+2.24%)
VolumeN/A
Net Assets111.29M
NAESX vs NSMCX Comparison Chart in %
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NAESX vs. NSMCX 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 NSMCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NSMCX (111M). NAESX pays higher dividends than NSMCX: NAESX (1.16) vs NSMCX (0.00). NAESX was incepted earlier than NSMCX: NAESX (65 years) vs NSMCX (19 years). NSMCX (2.10) 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 : 10.68 vs. NSMCX (6.87). NAESX return over 5 years is better than : 31.77 vs. NSMCX (19.22).
| NAESX | NSMCX | NAESX / NSMCX | |
| Total Expense Ratio | 0.17 | 2.06 | 8% |
| Annual Report Gross Expense Ratio | 0.17 | 2.10 | 8% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | 5.519 | 6.997 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 111M | 145,946% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 10.68 | 6.87 | 155% |
| Returns for 3 years | 33.00 | 22.90 | 144% |
| Returns for 5 years | 31.77 | 19.22 | 165% |
| Returns for 10 years | 185.98 | 23.25 | 800% |
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