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NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Shelton S&P Smallcap Index Investor
Price$20.06
Change-$0.40 (-1.96%)
VolumeN/A
Net Assets47.2M
NAESX vs SMCIX Comparison Chart
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NAESX vs. SMCIX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SMCIX (47.2M). NAESX pays higher dividends than SMCIX: NAESX (1.35) vs SMCIX (1.05). 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 : 5.19 vs. SMCIX (-6.88). NAESX return over 5 years is better than : 63.19 vs. SMCIX (22.67).
| 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 | -4.390 | -7.689 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 47.2M | 313,559% |
| Annual Yield % from dividends | 1.35 | 1.05 | 129% |
| Returns for 1 year | 5.19 | -6.88 | -76% |
| Returns for 3 years | 31.28 | -2.42 | -1,294% |
| Returns for 5 years | 63.19 | 22.67 | 279% |
| Returns for 10 years | 92.88 | -2.40 | -3,876% |
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