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NAESX vs VSMSX
NAESX vs VSMSX Comparison
Open Charts NAESX vs VSMSX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Vanguard S&P Small-Cap 600 Index I
Price$426.91
Change-$2.75 (-0.64%)
VolumeN/A
Net Assets4.35B
NAESX vs VSMSX Comparison Chart in %
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NAESX vs. VSMSX 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 VSMSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. VSMSX (4.36B). VSMSX pays higher dividends than NAESX: VSMSX (1.55) vs NAESX (1.25). NAESX was incepted earlier than VSMSX: NAESX (65 years) vs VSMSX (14 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 : 9.15 vs. VSMSX (2.52). NAESX (57.53) and VSMSX (55.36) 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 | 14 years | - |
| Gain YTD | 2.494 | 0.068 | 3,668% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 4.36B | 3,536% |
| Annual Yield % from dividends | 1.25 | 1.55 | 81% |
| Returns for 1 year | 9.15 | 2.52 | 363% |
| Returns for 3 years | 20.39 | 9.15 | 223% |
| Returns for 5 years | 57.53 | 55.36 | 104% |
| Returns for 10 years | 112.59 | 106.94 | 105% |
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