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NAESX vs SMECX
NAESX vs SMECX Comparison
Open Charts NAESX vs SMECX
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
Invesco Small Cap Equity C
Price$9.21
Change+$0.04 (+0.44%)
VolumeN/A
Net Assets1.05B
NAESX vs SMECX Comparison Chart in %
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NAESX vs. SMECX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SMECX (1.05B). NAESX pays higher dividends than SMECX: NAESX (1.20) 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 : 15.53 vs. SMECX (2.23). NAESX return over 5 years is better than : 68.06 vs. SMECX (1.55).
| 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 | 6.625 | 7.126 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.05B | 15,333% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 15.53 | 2.23 | 696% |
| Returns for 3 years | 32.39 | 22.92 | 141% |
| Returns for 5 years | 68.06 | 1.55 | 4,390% |
| Returns for 10 years | 133.63 | -27.16 | -492% |
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