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NAESX vs SMECX
NAESX vs SMECX Comparison
Open Charts NAESX vs SMECX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Invesco Small Cap Equity C
Price$8.88
Change-$0.07 (-0.78%)
VolumeN/A
Net Assets1.02B
NAESX vs SMECX Comparison Chart in %
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NAESX vs. SMECX commentary
Aug 18, 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 SMECX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SMECX (1.02B). NAESX pays higher dividends than SMECX: NAESX (1.25) 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 : 9.15 vs. SMECX (-2.09). NAESX return over 5 years is better than : 57.53 vs. SMECX (-4.10).
| 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 | 2.494 | 3.738 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.02B | 15,157% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 9.15 | -2.09 | -437% |
| Returns for 3 years | 20.39 | 6.73 | 303% |
| Returns for 5 years | 57.53 | -4.10 | -1,402% |
| Returns for 10 years | 112.59 | -32.73 | -344% |