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NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
Shelton S&P Smallcap Index Investor
Price$22.02
Change-$0.48 (-2.13%)
VolumeN/A
Net Assets51.24M
NAESX vs SMCIX Comparison Chart in %
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NAESX vs. SMCIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SMCIX (51.2M). NAESX pays higher dividends than SMCIX: NAESX (1.22) vs SMCIX (0.93). 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 : 1.42 vs. SMCIX (-10.43). NAESX return over 5 years is better than : 48.22 vs. SMCIX (12.07).
| 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 | 6.726 | 4.030 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 51.2M | 316,406% |
| Annual Yield % from dividends | 1.22 | 0.93 | 131% |
| Returns for 1 year | 1.42 | -10.43 | -14% |
| Returns for 3 years | 33.14 | 0.64 | 5,188% |
| Returns for 5 years | 48.22 | 12.07 | 400% |
| Returns for 10 years | 137.58 | 17.57 | 783% |
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