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NAESX vs SMEAX
NAESX vs SMEAX Comparison
Open Charts NAESX vs SMEAX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
Invesco Small Cap Equity A
Price$15.43
Change-$0.55 (-3.44%)
VolumeN/A
Net Assets1.03B
NAESX vs SMEAX Comparison Chart in %
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NAESX vs. SMEAX 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 SMEAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SMEAX (1.03B). NAESX pays higher dividends than SMEAX: NAESX (1.22) 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 : 1.42 vs. SMEAX (-4.71). NAESX return over 5 years is better than : 48.22 vs. SMEAX (12.14).
| 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 | 6.726 | 9.377 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.03B | 15,728% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 1.42 | -4.71 | -30% |
| Returns for 3 years | 33.14 | 28.04 | 118% |
| Returns for 5 years | 48.22 | 12.14 | 397% |
| Returns for 10 years | 137.58 | 9.38 | 1,467% |
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