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NAESX vs SMECX
NAESX vs SMECX Comparison
Open Charts NAESX vs SMECX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Invesco Small Cap Equity C
Price$8.94
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets1.02B
NAESX vs SMECX Comparison Chart in %
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NAESX vs. SMECX commentary
Jul 27, 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 StrongBuy and SMECX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SMECX (1.02B). NAESX pays higher dividends than SMECX: NAESX (1.28) 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 : 8.46 vs. SMECX (-2.19). NAESX return over 5 years is better than : 66.66 vs. SMECX (3.00).
| 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 | 2.781 | 4.439 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.02B | 14,985% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 8.46 | -2.19 | -387% |
| Returns for 3 years | 34.15 | 19.52 | 175% |
| Returns for 5 years | 66.66 | 3.00 | 2,225% |
| Returns for 10 years | 114.71 | -32.27 | -355% |
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