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NAESX vs SMLKX
NAESX vs SMLKX Comparison
Open Charts NAESX vs SMLKX
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
Shelton S&P Smallcap Index K
Price$21.45
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets51.96M
NAESX vs SMLKX Comparison Chart in %
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NAESX vs. SMLKX 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 SMLKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SMLKX (52M). NAESX pays higher dividends than SMLKX: NAESX (1.20) vs SMLKX (0.50). 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 : 15.53 vs. SMLKX (-2.08). NAESX return over 5 years is better than : 68.06 vs. SMLKX (20.17).
| 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 | 6.625 | 3.285 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 52M | 309,615% |
| Annual Yield % from dividends | 1.20 | 0.50 | 238% |
| Returns for 1 year | 15.53 | -2.08 | -748% |
| Returns for 3 years | 32.39 | 5.57 | 582% |
| Returns for 5 years | 68.06 | 20.17 | 337% |
| Returns for 10 years | 133.63 | 9.81 | 1,363% |
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