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NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Shelton S&P Smallcap Index Investor
Price$21.38
Change+$0.13 (+0.61%)
VolumeN/A
Net Assets50.51M
NAESX vs SMCIX Comparison Chart in %
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NAESX vs. SMCIX commentary
Jul 07, 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 StrongBuy and SMCIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SMCIX (50.5M). NAESX pays higher dividends than SMCIX: NAESX (1.28) vs SMCIX (1.03). 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 : 12.22 vs. SMCIX (-0.50). NAESX return over 5 years is better than : 69.32 vs. SMCIX (29.00).
| 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 | 1.432 | -1.385 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 50.5M | 293,069% |
| Annual Yield % from dividends | 1.28 | 1.03 | 124% |
| Returns for 1 year | 12.22 | -0.50 | -2,462% |
| Returns for 3 years | 37.83 | 3.62 | 1,044% |
| Returns for 5 years | 69.32 | 29.00 | 239% |
| Returns for 10 years | 108.83 | 5.95 | 1,829% |
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