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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Nuveen Small/Mid-Cap Value I
Price$33.95
Change+$0.18 (+0.53%)
VolumeN/A
Net Assets95.03M
NAESX vs NSMRX Comparison Chart in %
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NAESX vs. NSMRX commentary
Jul 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 StrongBuy and NSMRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NSMRX (95M). 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 : 8.46 vs. NSMRX (-0.32). NAESX (66.66) and NSMRX (66.56) 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 | 2.781 | 2.661 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 95M | 161,053% |
| Annual Yield % from dividends | 1.28 | 1.32 | 97% |
| Returns for 1 year | 8.46 | -0.32 | -2,630% |
| Returns for 3 years | 34.15 | 31.68 | 108% |
| Returns for 5 years | 66.66 | 66.56 | 100% |
| Returns for 10 years | 114.71 | 26.16 | 439% |
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