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NAESX vs SMERX
NAESX vs SMERX Comparison
Open Charts NAESX vs SMERX
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
Invesco Small Cap Equity R
Price$13.70
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets1.05B
NAESX vs SMERX Comparison Chart in %
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NAESX vs. SMERX commentary
Sep 09, 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 SMERX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SMERX (1.05B). NAESX pays higher dividends than SMERX: NAESX (1.20) 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 : 15.53 vs. SMERX (9.42). NAESX return over 5 years is better than : 68.06 vs. SMERX (21.24).
| 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 | 6.625 | 8.044 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.05B | 15,333% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 15.53 | 9.42 | 165% |
| Returns for 3 years | 32.39 | 25.80 | 126% |
| Returns for 5 years | 68.06 | 21.24 | 320% |
| Returns for 10 years | 133.63 | -3.04 | -4,391% |
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