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NAESX vs SMEYX
NAESX vs SMEYX Comparison
Open Charts NAESX vs SMEYX
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
Invesco Small Cap Equity Y
Price$17.18
Change+$0.12 (+0.70%)
VolumeN/A
Net Assets1.05B
NAESX vs SMEYX Comparison Chart in %
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NAESX vs. SMEYX 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 SMEYX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SMEYX (1.06B). NAESX pays higher dividends than SMEYX: NAESX (1.20) vs SMEYX (0.00). NAESX was incepted earlier than SMEYX: NAESX (65 years) vs SMEYX (17 years). SMEYX (1.00) is less costly to investors than NAESX (0.17). SMEYX is a more actively managed with annual turnover of: 50.00 vs. NAESX (13.00). SMEYX has a lower initial minimum investment than NAESX: SMEYX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. SMEYX (9.06). NAESX return over 5 years is better than : 66.60 vs. SMEYX (30.64).
| NAESX | SMEYX | NAESX / SMEYX | |
| Total Expense Ratio | 0.17 | 1.00 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.00 | 17% |
| Fund Existence | 65 years | 17 years | - |
| Gain YTD | 6.494 | 7.886 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.06B | 15,261% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 13.62 | 9.06 | 150% |
| Returns for 3 years | 39.23 | 36.69 | 107% |
| Returns for 5 years | 66.60 | 30.64 | 217% |
| Returns for 10 years | 132.36 | 12.66 | 1,045% |
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