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NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Nuveen Small/Mid-Cap Value C
Price$25.91
Change+$0.15 (+0.58%)
VolumeN/A
Net Assets93.8M
NAESX vs NSMCX Comparison Chart in %
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NAESX vs. NSMCX commentary
Jul 06, 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 NSMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NSMCX (93.8M). NAESX pays higher dividends than NSMCX: NAESX (1.28) vs NSMCX (0.38). 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: 81.00 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 : 12.22 vs. NSMCX (0.08). NAESX return over 5 years is better than : 69.32 vs. NSMCX (52.64).
| 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 | 1.432 | 2.290 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 93.8M | 157,783% |
| Annual Yield % from dividends | 1.28 | 0.38 | 335% |
| Returns for 1 year | 12.22 | 0.08 | 15,943% |
| Returns for 3 years | 37.83 | 26.49 | 143% |
| Returns for 5 years | 69.32 | 52.64 | 132% |
| Returns for 10 years | 108.83 | -2.66 | -4,097% |