Interact to see
Advertisement
Advertisement
NAESX vs SMEYX
NAESX vs SMEYX Comparison
Open Charts NAESX vs SMEYX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Invesco Small Cap Equity Y
Price$17.12
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets1.05B
NAESX vs SMEYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SMEYX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SMEYX (1.05B). NAESX pays higher dividends than SMEYX: NAESX (1.23) 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 : 4.92 vs. SMEYX (0.82). NAESX return over 5 years is better than : 55.28 vs. SMEYX (21.17).
| 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 | 5.577 | 8.013 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.05B | 15,414% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 4.92 | 0.82 | 596% |
| Returns for 3 years | 41.91 | 38.18 | 110% |
| Returns for 5 years | 55.28 | 21.17 | 261% |
| Returns for 10 years | 130.16 | 13.54 | 961% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement