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NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Shelton S&P Smallcap Index Investor
Price$21.61
Change-$0.14 (-0.64%)
VolumeN/A
Net Assets50.59M
NAESX vs SMCIX Comparison Chart in %
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NAESX vs. SMCIX commentary
Aug 18, 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: 154B vs. SMCIX (50.6M). NAESX pays higher dividends than SMCIX: NAESX (1.25) vs SMCIX (1.02). 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 : 9.15 vs. SMCIX (-5.23). NAESX return over 5 years is better than : 57.53 vs. SMCIX (16.56).
| 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 | 2.494 | -0.324 | -769% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 50.6M | 304,348% |
| Annual Yield % from dividends | 1.25 | 1.02 | 123% |
| Returns for 1 year | 9.15 | -5.23 | -175% |
| Returns for 3 years | 20.39 | -8.27 | -247% |
| Returns for 5 years | 57.53 | 16.56 | 347% |
| Returns for 10 years | 112.59 | 7.44 | 1,514% |
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