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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Nuveen Small/Mid-Cap Value I
Price$34.16
Change-$0.26 (-0.76%)
VolumeN/A
Net Assets93.26M
NAESX vs NSMRX Comparison Chart in %
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NAESX vs. NSMRX commentary
Aug 17, 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 Hold and NSMRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. NSMRX (93.3M). NSMRX (1.31) and NAESX (1.25) 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 : 9.15 vs. NSMRX (-1.14). NSMRX (58.37) and NAESX (57.53) 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 | 2.494 | 3.296 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 93.3M | 165,059% |
| Annual Yield % from dividends | 1.25 | 1.31 | 96% |
| Returns for 1 year | 9.15 | -1.14 | -805% |
| Returns for 3 years | 20.39 | 20.32 | 100% |
| Returns for 5 years | 57.53 | 58.37 | 99% |
| Returns for 10 years | 112.59 | 27.62 | 408% |
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