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NAESX vs SMECX
NAESX vs SMECX Comparison
Open Charts NAESX vs SMECX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Invesco Small Cap Equity C
Price$8.41
Change-$0.14 (-1.64%)
VolumeN/A
Net Assets966.77M
NAESX vs SMECX Comparison Chart
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NAESX vs. SMECX 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 SMECX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SMECX (967M). NAESX pays higher dividends than SMECX: NAESX (1.35) vs SMECX (0.00). NAESX was incepted earlier than SMECX: NAESX (65 years) vs SMECX (25 years). SMECX (2.00) is less costly to investors than NAESX (0.17). SMECX is a more actively managed with annual turnover of: 50.00 vs. NAESX (13.00). SMECX has a lower initial minimum investment than NAESX: SMECX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. SMECX (-1.64). NAESX return over 5 years is better than : 63.19 vs. SMECX (3.32).
| NAESX | SMECX | NAESX / SMECX | |
| Total Expense Ratio | 0.17 | 2.00 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 2.00 | 9% |
| Fund Existence | 65 years | 25 years | - |
| Gain YTD | -4.390 | -1.752 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 967M | 15,305% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | -1.64 | -317% |
| Returns for 3 years | 31.28 | 16.97 | 184% |
| Returns for 5 years | 63.19 | 3.32 | 1,905% |
| Returns for 10 years | 92.88 | -38.88 | -239% |
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