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NAESX vs SMERX
NAESX vs SMERX Comparison
Open Charts NAESX vs SMERX
Vanguard Small Cap Index I
Price$130.85
Change+$0.30 (+0.23%)
VolumeN/A
Net Assets162.31B
Invesco Small Cap Equity R
Price$13.13
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets1.11B
NAESX vs SMERX Comparison Chart in %
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NAESX vs. SMERX commentary
Jan 15, 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 SMERX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SMERX (1.11B). NAESX pays higher dividends than SMERX: NAESX (1.22) vs SMERX (0.00). NAESX was incepted earlier than SMERX: NAESX (65 years) vs SMERX (24 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 : 12.98 vs. SMERX (1.63). NAESX return over 5 years is better than : 34.90 vs. SMERX (-9.51).
| 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 | 24 years | - |
| Gain YTD | 5.883 | 6.835 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.11B | 14,555% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 12.98 | 1.63 | 798% |
| Returns for 3 years | 40.70 | 21.35 | 191% |
| Returns for 5 years | 34.90 | -9.51 | -367% |
| Returns for 10 years | 185.16 | 13.88 | 1,334% |
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