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NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
Shelton S&P Smallcap Index Investor
Price$21.22
Change+$0.31 (+1.48%)
VolumeN/A
Net Assets51.65M
NAESX vs SMCIX Comparison Chart in %
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NAESX vs. SMCIX commentary
Dec 05, 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: 162B vs. SMCIX (51.6M). 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: 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 : 0.18 vs. SMCIX (-9.43). NAESX return over 5 years is better than : 39.43 vs. SMCIX (0.86).
| 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 | 7.953 | -1.888 | -421% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 51.6M | 313,953% |
| Annual Yield % from dividends | 1.21 | 0.99 | 121% |
| Returns for 1 year | 0.18 | -9.43 | -2% |
| Returns for 3 years | 33.13 | 1.89 | 1,751% |
| Returns for 5 years | 39.43 | 0.86 | 4,601% |
| Returns for 10 years | 133.20 | 17.79 | 749% |
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