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NAESX vs SMERX
NAESX vs SMERX Comparison
Open Charts NAESX vs SMERX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Invesco Small Cap Equity R
Price$13.31
Change+$0.09 (+0.68%)
VolumeN/A
Net Assets1.03B
NAESX vs SMERX Comparison Chart in %
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NAESX vs. SMERX commentary
Jul 07, 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 SMERX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SMERX (1.03B). NAESX pays higher dividends than SMERX: NAESX (1.28) vs SMERX (0.00). NAESX was incepted earlier than SMERX: NAESX (65 years) vs SMERX (23 years). SMERX (1.50) is less costly to investors than NAESX (0.17). SMERX is a more actively managed with annual turnover of: 50.00 vs. NAESX (13.00). SMERX has a lower initial minimum investment than NAESX: SMERX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. SMERX (7.69). NAESX return over 5 years is better than : 69.32 vs. SMERX (26.28).
| NAESX | SMERX | NAESX / SMERX | |
| Total Expense Ratio | 0.17 | 1.50 | 11% |
| Annual Report Gross Expense Ratio | 0.17 | 1.50 | 11% |
| Fund Existence | 65 years | 23 years | - |
| Gain YTD | 1.432 | 4.968 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.03B | 14,439% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.22 | 7.69 | 159% |
| Returns for 3 years | 37.83 | 33.50 | 113% |
| Returns for 5 years | 69.32 | 26.28 | 264% |
| Returns for 10 years | 108.83 | -12.38 | -879% |