Interact to see
Advertisement
Advertisement
NAESX vs VSMSX
NAESX vs VSMSX Comparison
Open Charts NAESX vs VSMSX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Vanguard S&P Small-Cap 600 Index I
Price$476.13
Change+$34.51 (+7.81%)
VolumeN/A
Net Assets4.85B
NAESX vs VSMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. VSMSX commentary
Feb 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. VSMSX (4.85B). VSMSX pays higher dividends than NAESX: VSMSX (1.32) vs NAESX (1.16). 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 (10.68) and VSMSX (10.41) have marching annual gain over last year. NAESX return over 5 years is better than : 31.77 vs. VSMSX (29.12).
| 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 | 5.519 | 6.686 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 4.85B | 3,338% |
| Annual Yield % from dividends | 1.16 | 1.32 | 88% |
| Returns for 1 year | 10.68 | 10.41 | 103% |
| Returns for 3 years | 33.00 | 21.40 | 154% |
| Returns for 5 years | 31.77 | 29.12 | 109% |
| Returns for 10 years | 185.98 | 171.96 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement