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NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$130.44
Change+$0.04 (+0.03%)
VolumeN/A
Net Assets162.31B
Shelton S&P Smallcap Index Investor
Price$22.53
Change+$0.19 (+0.85%)
VolumeN/A
Net Assets54.3M
NAESX vs SMCIX Comparison Chart in %
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NAESX vs. SMCIX commentary
Feb 05, 2026
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 (54.3M). NAESX pays higher dividends than SMCIX: NAESX (1.16) vs SMCIX (0.81). NAESX was incepted earlier than SMCIX: NAESX (65 years) vs SMCIX (29 years). SMCIX (0.86) 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 : 9.85 vs. SMCIX (1.78). NAESX return over 5 years is better than : 30.43 vs. SMCIX (-6.95).
| NAESX | SMCIX | NAESX / SMCIX | |
| Total Expense Ratio | 0.17 | 0.86 | 20% |
| Annual Report Gross Expense Ratio | 0.17 | 0.86 | 20% |
| Fund Existence | 65 years | 29 years | - |
| Gain YTD | 5.551 | 7.542 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 54.3M | 298,343% |
| Annual Yield % from dividends | 1.16 | 0.81 | 144% |
| Returns for 1 year | 9.85 | 1.78 | 553% |
| Returns for 3 years | 33.04 | 2.90 | 1,138% |
| Returns for 5 years | 30.43 | -6.95 | -438% |
| Returns for 10 years | 186.07 | 45.07 | 413% |
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