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NAESX vs VSMSX
NAESX vs VSMSX Comparison
Open Charts NAESX vs VSMSX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Vanguard S&P Small-Cap 600 Index I
Price$421.89
Change+$2.55 (+0.61%)
VolumeN/A
Net Assets4.31B
NAESX vs VSMSX Comparison Chart in %
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NAESX vs. VSMSX commentary
Jul 07, 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 StrongBuy and VSMSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. VSMSX (4.31B). VSMSX pays higher dividends than NAESX: VSMSX (1.56) vs NAESX (1.28). 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 : 12.22 vs. VSMSX (7.32). VSMSX (71.28) and NAESX (69.32) 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 | 1.432 | -1.109 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 4.31B | 3,432% |
| Annual Yield % from dividends | 1.28 | 1.56 | 82% |
| Returns for 1 year | 12.22 | 7.32 | 167% |
| Returns for 3 years | 37.83 | 23.13 | 164% |
| Returns for 5 years | 69.32 | 71.28 | 97% |
| Returns for 10 years | 108.83 | 102.46 | 106% |
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