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NAESX vs SMECX
NAESX vs SMECX Comparison
Open Charts NAESX vs SMECX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Invesco Small Cap Equity C
Price$8.24
Change-$1.01 (-10.92%)
VolumeN/A
Net Assets1.09B
NAESX vs SMECX Comparison Chart in %
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NAESX vs. SMECX commentary
Feb 04, 2026
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: 162B vs. SMECX (1.09B). NAESX pays higher dividends than SMECX: NAESX (1.16) 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 : 10.68 vs. SMECX (-7.00). NAESX return over 5 years is better than : 31.77 vs. SMECX (-29.03).
| 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 | 5.519 | 5.506 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.09B | 14,822% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 10.68 | -7.00 | -153% |
| Returns for 3 years | 33.00 | 2.36 | 1,398% |
| Returns for 5 years | 31.77 | -29.03 | -109% |
| Returns for 10 years | 185.98 | -17.52 | -1,062% |
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