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NAESX vs SMLKX
NAESX vs SMLKX Comparison
Open Charts NAESX vs SMLKX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Shelton S&P Smallcap Index K
Price$21.29
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets53.99M
NAESX vs SMLKX Comparison Chart in %
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NAESX vs. SMLKX commentary
Feb 04, 2026
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 (54M). NAESX pays higher dividends than SMLKX: NAESX (1.16) vs SMLKX (0.38). NAESX was incepted earlier than SMLKX: NAESX (65 years) vs SMLKX (22 years). SMLKX (1.36) is less costly to investors than NAESX (0.17). SMLKX is a more actively managed with annual turnover of: 20.00 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 : 10.68 vs. SMLKX (1.23). NAESX return over 5 years is better than : 31.77 vs. SMLKX (-10.32).
| NAESX | SMLKX | NAESX / SMLKX | |
| Total Expense Ratio | 0.17 | 1.36 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.36 | 13% |
| Fund Existence | 65 years | 22 years | - |
| Gain YTD | 5.519 | 6.557 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 54M | 300,000% |
| Annual Yield % from dividends | 1.16 | 0.38 | 310% |
| Returns for 1 year | 10.68 | 1.23 | 865% |
| Returns for 3 years | 33.00 | -0.35 | -9,429% |
| Returns for 5 years | 31.77 | -10.32 | -308% |
| Returns for 10 years | 185.98 | 34.01 | 547% |
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