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NAESX vs SMEYX
NAESX vs SMEYX Comparison
Open Charts NAESX vs SMEYX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Invesco Small Cap Equity Y
Price$16.67
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets1.03B
NAESX vs SMEYX Comparison Chart in %
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NAESX vs. SMEYX commentary
Jul 07, 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 SMEYX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SMEYX (1.03B). NAESX pays higher dividends than SMEYX: NAESX (1.28) 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 : 12.22 vs. SMEYX (9.96). NAESX return over 5 years is better than : 69.32 vs. SMEYX (37.88).
| 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 | 1.432 | 5.173 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.03B | 14,439% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.22 | 9.96 | 123% |
| Returns for 3 years | 37.83 | 38.69 | 98% |
| Returns for 5 years | 69.32 | 37.88 | 183% |
| Returns for 10 years | 108.83 | 2.67 | 4,082% |
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