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NAESX vs SMLKX
NAESX vs SMLKX Comparison
Open Charts NAESX vs SMLKX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Shelton S&P Smallcap Index K
Price$21.22
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets50.42M
NAESX vs SMLKX Comparison Chart in %
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NAESX vs. SMLKX commentary
Oct 21, 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 SMLKX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SMLKX (50.4M). NAESX pays higher dividends than SMLKX: NAESX (1.23) vs SMLKX (0.48). 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 : 4.92 vs. SMLKX (-8.30). NAESX return over 5 years is better than : 55.28 vs. SMLKX (14.46).
| 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 | 5.577 | 2.112 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 50.4M | 321,429% |
| Annual Yield % from dividends | 1.23 | 0.48 | 254% |
| Returns for 1 year | 4.92 | -8.30 | -59% |
| Returns for 3 years | 41.91 | 5.04 | 832% |
| Returns for 5 years | 55.28 | 14.46 | 382% |
| Returns for 10 years | 130.16 | 6.40 | 2,033% |
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