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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
Nuveen Small/Mid-Cap Value I
Price$35.50
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets104.2M
NAESX vs NSMRX Comparison Chart in %
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NAESX vs. NSMRX commentary
Dec 28, 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 NSMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. NSMRX (104M). NAESX (1.21) and NSMRX (1.18) have matching dividends . NAESX was incepted earlier than NSMRX: NAESX (65 years) vs NSMRX (19 years). NSMRX (1.10) is less costly to investors than NAESX (0.17). NSMRX is a more actively managed with annual turnover of: 64.00 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 : 7.55 vs. NSMRX (5.85). NSMRX return over 5 years is better than : 41.09 vs. NAESX (36.08).
| NAESX | NSMRX | NAESX / NSMRX | |
| Total Expense Ratio | 0.17 | 1.06 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.10 | 15% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | 9.616 | 7.348 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 104M | 156,731% |
| Annual Yield % from dividends | 1.21 | 1.18 | 102% |
| Returns for 1 year | 7.55 | 5.85 | 129% |
| Returns for 3 years | 45.02 | 31.82 | 141% |
| Returns for 5 years | 36.08 | 41.09 | 88% |
| Returns for 10 years | 141.47 | 30.84 | 459% |
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