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NAESX vs VSMSX
NAESX vs VSMSX Comparison
Open Charts NAESX vs VSMSX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Vanguard S&P Small-Cap 600 Index I
Price$395.00
Change-$7.68 (-1.91%)
VolumeN/A
Net Assets4.31B
NAESX vs VSMSX Comparison Chart
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NAESX vs. VSMSX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. VSMSX (4.31B). VSMSX pays higher dividends than NAESX: VSMSX (1.63) vs NAESX (1.35). 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 : 5.19 vs. VSMSX (0.55). NAESX (63.19) and VSMSX (62.82) 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 | -4.390 | -7.412 | 59% |
| 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 | 1.35 | 1.63 | 83% |
| Returns for 1 year | 5.19 | 0.55 | 936% |
| Returns for 3 years | 31.28 | 15.92 | 196% |
| Returns for 5 years | 63.19 | 62.82 | 101% |
| Returns for 10 years | 92.88 | 86.41 | 107% |
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