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NAESX vs VSMSX
NAESX vs VSMSX Comparison
Open Charts NAESX vs VSMSX
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
Vanguard S&P Small-Cap 600 Index I
Price$456.95
Change-$0.28 (-0.06%)
VolumeN/A
Net Assets4.82B
NAESX vs VSMSX Comparison Chart in %
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NAESX vs. VSMSX commentary
Dec 27, 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 VSMSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. VSMSX (4.82B). VSMSX pays higher dividends than NAESX: VSMSX (1.41) vs NAESX (1.21). 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: 22.00 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 : 7.55 vs. VSMSX (5.76). VSMSX (36.62) and NAESX (36.08) 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 | 9.616 | 7.175 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 4.82B | 3,380% |
| Annual Yield % from dividends | 1.21 | 1.41 | 86% |
| Returns for 1 year | 7.55 | 5.76 | 131% |
| Returns for 3 years | 45.02 | 31.46 | 143% |
| Returns for 5 years | 36.08 | 36.62 | 99% |
| Returns for 10 years | 141.47 | 130.86 | 108% |
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