NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
SMERX
Price
$13.28
Change
+$0.03 (+0.23%)
Updated
Jul 25 closing price
Net Assets
1.02B
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NAESX vs SMERX

Header iconNAESX vs SMERX Comparison
Open Charts NAESX vs SMERXBanner chart's image
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Invesco Small Cap Equity R
Price$13.28
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets1.02B
NAESX vs SMERX Comparison Chart in %
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NAESX vs. SMERX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SMERX (1.02B). 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 : 8.46 vs. SMERX (2.08). NAESX return over 5 years is better than : 66.66 vs. SMERX (21.39).
NAESXSMERXNAESX / SMERX
Total Expense Ratio0.171.5011%
Annual Report Gross Expense Ratio0.171.5011%
Fund Existence65 years23 years-
Gain YTD2.7814.73259%
Front LoadN/AN/A-
Min. Initial Investment30001000300%
Min. Initial Investment IRAN/AN/A-
Net Assets153B1.02B14,985%
Annual Yield % from dividends1.280.00-
Returns for 1 year8.462.08408%
Returns for 3 years34.1527.82123%
Returns for 5 years66.6621.39312%
Returns for 10 years114.71-10.63-1,079%
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