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NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Shelton S&P Smallcap Index Investor
Price$22.17
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets50.56M
NAESX vs SMCIX Comparison Chart in %
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NAESX vs. SMCIX commentary
Oct 19, 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 SMCIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SMCIX (50.6M). NAESX pays higher dividends than SMCIX: NAESX (1.23) vs SMCIX (0.92). 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 : 4.92 vs. SMCIX (-7.52). NAESX return over 5 years is better than : 55.28 vs. SMCIX (18.83).
| 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 | 5.577 | 2.504 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 50.6M | 320,158% |
| Annual Yield % from dividends | 1.23 | 0.92 | 133% |
| Returns for 1 year | 4.92 | -7.52 | -65% |
| Returns for 3 years | 41.91 | 7.45 | 562% |
| Returns for 5 years | 55.28 | 18.83 | 294% |
| Returns for 10 years | 130.16 | 13.86 | 939% |
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