Vanguard Small Cap Index Fund (NAESX) Alternatives
Vanguard Small Cap Index Fund (NAESX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NAESX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to NAESX
NAESX charges 0.17% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among NAESX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | NAESX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | NAESX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | NAESX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | NAESX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | NAESX vs TISBX |
Best Risk-Adjusted Alternatives to NAESX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | NAESX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | NAESX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | NAESX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | NAESX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | NAESX vs PRSVX |
Top Performing NAESX Alternatives (YTD)
NAESX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | NAESX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | NAESX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | NAESX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | NAESX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | NAESX vs RIVSX |
Lowest Volatility Alternatives to NAESX
NAESX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | NAESX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | NAESX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | NAESX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | NAESX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | NAESX vs CSMDX |
Lowest Drawdown Alternatives to NAESX
NAESX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | NAESX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | NAESX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | NAESX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | NAESX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | NAESX vs BOSOX |
Other Mutual Funds from Vanguard
Most popular Vanguard mutual funds on PortfoliosLab, across asset classes.
Often Compared With NAESX
What investors most often compare with NAESX, based on PortfoliosLab usage data.
Compare NAESX with Any Fund or Stock
Compare NAESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.