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NAESX vs SMLKX
NAESX vs SMLKX Comparison
Open Charts NAESX vs SMLKX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Shelton S&P Smallcap Index K
Price$20.42
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets50.43M
NAESX vs SMLKX Comparison Chart in %
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NAESX vs. SMLKX commentary
Jul 27, 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 SMLKX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SMLKX (50.4M). NAESX pays higher dividends than SMLKX: NAESX (1.28) vs SMLKX (0.54). NAESX was incepted earlier than SMLKX: NAESX (65 years) vs SMLKX (22 years). SMLKX (1.41) is less costly to investors than NAESX (0.17). SMLKX is a more actively managed with annual turnover of: 26.00 vs. NAESX (13.00). SMLKX has a lower initial minimum investment than NAESX: SMLKX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. SMLKX (-9.65). NAESX return over 5 years is better than : 66.66 vs. SMLKX (19.76).
| NAESX | SMLKX | NAESX / SMLKX | |
| Total Expense Ratio | 0.17 | 1.41 | 12% |
| Annual Report Gross Expense Ratio | 0.17 | 1.41 | 12% |
| Fund Existence | 65 years | 22 years | - |
| Gain YTD | 2.781 | -1.858 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 50.4M | 303,571% |
| Annual Yield % from dividends | 1.28 | 0.54 | 237% |
| Returns for 1 year | 8.46 | -9.65 | -88% |
| Returns for 3 years | 34.15 | -3.02 | -1,132% |
| Returns for 5 years | 66.66 | 19.76 | 337% |
| Returns for 10 years | 114.71 | 0.61 | 18,884% |
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