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NAESX vs SMLKX
NAESX vs SMLKX Comparison
Open Charts NAESX vs SMLKX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Shelton S&P Smallcap Index K
Price$20.68
Change-$0.13 (-0.62%)
VolumeN/A
Net Assets50.59M
NAESX vs SMLKX Comparison Chart in %
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NAESX vs. SMLKX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SMLKX (50.6M). NAESX pays higher dividends than SMLKX: NAESX (1.25) vs SMLKX (0.53). 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 : 9.15 vs. SMLKX (-6.02). NAESX return over 5 years is better than : 57.53 vs. SMLKX (12.32).
| 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 | 2.494 | -0.608 | -410% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 50.6M | 304,348% |
| Annual Yield % from dividends | 1.25 | 0.53 | 235% |
| Returns for 1 year | 9.15 | -6.02 | -152% |
| Returns for 3 years | 20.39 | -10.33 | -197% |
| Returns for 5 years | 57.53 | 12.32 | 467% |
| Returns for 10 years | 112.59 | 0.59 | 18,977% |
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