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NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$126.20
Change+$0.28 (+0.22%)
VolumeN/A
Net Assets163.34B
Shelton S&P Smallcap Index Investor
Price$21.51
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets52.04M
NAESX vs SMCIX Comparison Chart in %
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NAESX vs. SMCIX commentary
Dec 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. SMCIX (52M). NAESX pays higher dividends than SMCIX: NAESX (1.21) vs SMCIX (0.99). 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: 20.00 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 : 8.22 vs. SMCIX (-1.89). NAESX return over 5 years is better than : 36.35 vs. SMCIX (-1.08).
| 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 | 9.833 | -0.547 | -1,797% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 52M | 313,462% |
| Annual Yield % from dividends | 1.21 | 0.99 | 121% |
| Returns for 1 year | 8.22 | -1.89 | -434% |
| Returns for 3 years | 44.83 | 10.70 | 419% |
| Returns for 5 years | 36.35 | -1.08 | -3,361% |
| Returns for 10 years | 143.16 | 22.30 | 642% |
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