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NAESX vs VSMSX
NAESX vs VSMSX Comparison
Open Charts NAESX vs VSMSX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
Vanguard S&P Small-Cap 600 Index I
Price$437.93
Change-$9.40 (-2.10%)
VolumeN/A
Net Assets4.71B
NAESX vs VSMSX Comparison Chart in %
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NAESX vs. VSMSX commentary
Nov 14, 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 VSMSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. VSMSX (4.71B). VSMSX pays higher dividends than NAESX: VSMSX (1.44) vs NAESX (1.22). NAESX was incepted earlier than VSMSX: NAESX (65 years) vs VSMSX (15 years). NAESX (0.17) is less costly to investors than VSMSX (0.03). VSMSX is a more actively managed with annual turnover of: 26.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than VSMSX: NAESX (3000) vs VSMSX (5000000). NAESX annual gain was more profitable for investors over the last year : 1.42 vs. VSMSX (-2.99). VSMSX (49.73) and NAESX (48.22) have equivalent 5 years return.
| NAESX | VSMSX | NAESX / VSMSX | |
| Total Expense Ratio | 0.17 | 0.03 | 567% |
| Annual Report Gross Expense Ratio | 0.17 | 0.03 | 567% |
| Fund Existence | 65 years | 15 years | - |
| Gain YTD | 6.726 | 4.854 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 4.71B | 3,440% |
| Annual Yield % from dividends | 1.22 | 1.44 | 85% |
| Returns for 1 year | 1.42 | -2.99 | -48% |
| Returns for 3 years | 33.14 | 20.01 | 166% |
| Returns for 5 years | 48.22 | 49.73 | 97% |
| Returns for 10 years | 137.58 | 126.41 | 109% |
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