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NAESX vs SMEAX
NAESX vs SMEAX Comparison
Open Charts NAESX vs SMEAX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Invesco Small Cap Equity A
Price$15.20
Change-$0.67 (-4.22%)
VolumeN/A
Net Assets1.09B
NAESX vs SMEAX Comparison Chart in %
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NAESX vs. SMEAX commentary
Feb 05, 2026
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 SMEAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SMEAX (1.09B). NAESX pays higher dividends than SMEAX: NAESX (1.16) vs SMEAX (0.00). NAESX was incepted earlier than SMEAX: NAESX (65 years) vs SMEAX (25 years). SMEAX (1.25) is less costly to investors than NAESX (0.17). SMEAX is a more actively managed with annual turnover of: 50.00 vs. NAESX (13.00). SMEAX has a lower initial minimum investment than NAESX: SMEAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 10.68 vs. SMEAX (0.46). NAESX return over 5 years is better than : 31.77 vs. SMEAX (-7.65).
| NAESX | SMEAX | NAESX / SMEAX | |
| Total Expense Ratio | 0.17 | 1.25 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.25 | 14% |
| Fund Existence | 65 years | 25 years | - |
| Gain YTD | 5.519 | 5.556 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.09B | 14,822% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 10.68 | 0.46 | 2,309% |
| Returns for 3 years | 33.00 | 18.10 | 182% |
| Returns for 5 years | 31.77 | -7.65 | -415% |
| Returns for 10 years | 185.98 | 27.09 | 687% |
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