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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$122.77
Change-$0.28 (-0.23%)
VolumeN/A
Net Assets161.58B
Nuveen Small/Mid-Cap Value I
Price$36.85
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets101.25M
NAESX vs NSMRX Comparison Chart in %
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NAESX vs. NSMRX commentary
Dec 04, 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: 162B vs. NSMRX (101M). NAESX (1.21) and NSMRX (1.18) have matching dividends . NAESX was incepted earlier than NSMRX: NAESX (65 years) vs NSMRX (19 years). NSMRX (1.17) 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 : -0.86 vs. NSMRX (-4.68). NSMRX return over 5 years is better than : 51.96 vs. NAESX (40.97).
| 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 | 7.092 | 12.035 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 101M | 160,396% |
| Annual Yield % from dividends | 1.21 | 1.18 | 102% |
| Returns for 1 year | -0.86 | -4.68 | 18% |
| Returns for 3 years | 32.07 | 28.71 | 112% |
| Returns for 5 years | 40.97 | 51.96 | 79% |
| Returns for 10 years | 131.34 | 34.49 | 381% |
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