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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Nuveen Small/Mid-Cap Value I
Price$35.70
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets98.86M
NAESX vs NSMRX Comparison Chart in %
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NAESX vs. NSMRX commentary
Sep 09, 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: 161B vs. NSMRX (98.9M). NSMRX (1.24) and NAESX (1.20) 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 : 13.62 vs. NSMRX (3.56). NSMRX (67.70) and NAESX (66.60) 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 | 6.494 | 7.953 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 98.9M | 162,791% |
| Annual Yield % from dividends | 1.20 | 1.24 | 96% |
| Returns for 1 year | 13.62 | 3.56 | 383% |
| Returns for 3 years | 39.23 | 37.16 | 106% |
| Returns for 5 years | 66.60 | 67.70 | 98% |
| Returns for 10 years | 132.36 | 39.78 | 333% |
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