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NAESX vs TSMOX
NAESX vs TSMOX Comparison
Open Charts NAESX vs TSMOX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Nuveen Quant Small/Mid Cap Eq Retirement
Price$14.37
Change-$0.24 (-1.64%)
VolumeN/A
Net Assets1.55B
NAESX vs TSMOX Comparison Chart
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NAESX vs. TSMOX commentary
Jun 16, 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 Buy and TSMOX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. TSMOX (1.55B). NAESX pays higher dividends than TSMOX: NAESX (1.35) vs TSMOX (0.60). NAESX was incepted earlier than TSMOX: NAESX (65 years) vs TSMOX (9 years). TSMOX (0.71) is less costly to investors than NAESX (0.17). TSMOX is a more actively managed with annual turnover of: 86.00 vs. NAESX (13.00). TSMOX has a lower initial minimum investment than NAESX: TSMOX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. TSMOX (-1.64). NAESX return over 5 years is better than : 63.19 vs. TSMOX (43.26).
| NAESX | TSMOX | NAESX / TSMOX | |
| Total Expense Ratio | 0.17 | 0.71 | 24% |
| Annual Report Gross Expense Ratio | 0.17 | 0.71 | 24% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | -4.390 | -1.373 | 320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.55B | 9,573% |
| Annual Yield % from dividends | 1.35 | 0.60 | 225% |
| Returns for 1 year | 5.19 | -1.64 | -317% |
| Returns for 3 years | 31.28 | 19.86 | 157% |
| Returns for 5 years | 63.19 | 43.26 | 146% |
| Returns for 10 years | 92.88 | N/A | - |
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