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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Nuveen Small/Mid-Cap Value I
Price$31.91
Change-$0.52 (-1.60%)
VolumeN/A
Net Assets88.05M
NAESX vs NSMRX Comparison Chart
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NAESX vs. NSMRX commentary
Jun 16, 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: 148B vs. NSMRX (88.1M). NSMRX (1.37) and NAESX (1.35) 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 : 5.19 vs. NSMRX (-2.41). NAESX (63.19) and NSMRX (61.40) 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 | -4.390 | -3.508 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 88.1M | 167,991% |
| Annual Yield % from dividends | 1.35 | 1.37 | 99% |
| Returns for 1 year | 5.19 | -2.41 | -215% |
| Returns for 3 years | 31.28 | 27.45 | 114% |
| Returns for 5 years | 63.19 | 61.40 | 103% |
| Returns for 10 years | 92.88 | 11.99 | 775% |
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