Interact to see
Advertisement
Advertisement
NAESX vs SMERX
NAESX vs SMERX Comparison
Open Charts NAESX vs SMERX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Invesco Small Cap Equity R
Price$12.97
Change-$0.79 (-5.74%)
VolumeN/A
Net Assets1.09B
NAESX vs SMERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SMERX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SMERX (1.09B). NAESX pays higher dividends than SMERX: NAESX (1.16) 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 : 10.68 vs. SMERX (-1.22). NAESX return over 5 years is better than : 31.77 vs. SMERX (-13.24).
| 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 | 24 years | - |
| Gain YTD | 5.519 | 5.533 | 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 | 14,849% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 10.68 | -1.22 | -877% |
| Returns for 3 years | 33.00 | 14.17 | 233% |
| Returns for 5 years | 31.77 | -13.24 | -240% |
| Returns for 10 years | 185.98 | 14.07 | 1,322% |