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NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
Shelton S&P Smallcap Index Investor
Price$22.41
Change+$0.23 (+1.04%)
VolumeN/A
Net Assets51.03M
NAESX vs SMCIX Comparison Chart in %
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NAESX vs. SMCIX commentary
Sep 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 SMCIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SMCIX (51M). NAESX pays higher dividends than SMCIX: NAESX (1.20) vs SMCIX (0.96). NAESX was incepted earlier than SMCIX: NAESX (65 years) vs SMCIX (29 years). SMCIX (0.88) is less costly to investors than NAESX (0.17). SMCIX is a more actively managed with annual turnover of: 26.00 vs. NAESX (13.00). SMCIX has a lower initial minimum investment than NAESX: SMCIX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.00 vs. SMCIX (-4.62). NAESX return over 5 years is better than : 71.48 vs. SMCIX (32.76).
| NAESX | SMCIX | NAESX / SMCIX | |
| Total Expense Ratio | 0.17 | 0.88 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 0.88 | 19% |
| Fund Existence | 65 years | 29 years | - |
| Gain YTD | 6.199 | 3.366 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 51M | 315,686% |
| Annual Yield % from dividends | 1.20 | 0.96 | 125% |
| Returns for 1 year | 8.00 | -4.62 | -173% |
| Returns for 3 years | 50.66 | 15.56 | 326% |
| Returns for 5 years | 71.48 | 32.76 | 218% |
| Returns for 10 years | 148.14 | 22.84 | 649% |
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