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NAESX vs SMECX
NAESX vs SMECX Comparison
Open Charts NAESX vs SMECX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
Invesco Small Cap Equity C
Price$8.98
Change-$0.32 (-3.44%)
VolumeN/A
Net Assets1.03B
NAESX vs SMECX Comparison Chart in %
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NAESX vs. SMECX 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 SMECX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SMECX (1.03B). NAESX pays higher dividends than SMECX: NAESX (1.22) 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 : 1.42 vs. SMECX (-9.97). NAESX return over 5 years is better than : 48.22 vs. SMECX (-9.88).
| 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 | 6.726 | 8.645 | 78% |
| Front Load | N/A | N/A | - |
| 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 | -9.97 | -14% |
| Returns for 3 years | 33.14 | 16.98 | 195% |
| Returns for 5 years | 48.22 | -9.88 | -488% |
| Returns for 10 years | 137.58 | -24.82 | -554% |
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