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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Nuveen Small/Mid-Cap Value I
Price$33.99
Change+$0.20 (+0.59%)
VolumeN/A
Net Assets93.8M
NAESX vs NSMRX Comparison Chart in %
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NAESX vs. NSMRX 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 NSMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NSMRX (93.8M). NSMRX (1.32) and NAESX (1.28) have matching dividends . NAESX was incepted earlier than NSMRX: NAESX (65 years) vs NSMRX (19 years). NSMRX (1.17) is less costly to investors than NAESX (0.17). NSMRX is a more actively managed with annual turnover of: 81.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than NSMRX: NAESX (3000) vs NSMRX (100000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. NSMRX (3.70). NSMRX (72.18) and NAESX (69.32) have equivalent 5 years return.
| NAESX | NSMRX | NAESX / NSMRX | |
| Total Expense Ratio | 0.17 | 1.06 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.17 | 15% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | 1.432 | 2.782 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 93.8M | 157,783% |
| Annual Yield % from dividends | 1.28 | 1.32 | 97% |
| Returns for 1 year | 12.22 | 3.70 | 331% |
| Returns for 3 years | 37.83 | 35.55 | 106% |
| Returns for 5 years | 69.32 | 72.18 | 96% |
| Returns for 10 years | 108.83 | 22.01 | 494% |
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