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HSCSX vs NAESX
HSCSX vs NAESX Comparison
Open Charts HSCSX vs NAESX
Homestead Small Company Stock
Price$23.69
Change-$0.69 (-2.83%)
VolumeN/A
Net Assets211.67M
Vanguard Small Cap Index I
Price$108.66
Change-$3.08 (-2.76%)
VolumeN/A
Net Assets139.54B
HSCSX vs NAESX Comparison Chart
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HSCSX vs. NAESX commentary
May 22, 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 HSCSX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. HSCSX (212M). NAESX pays higher dividends than HSCSX: NAESX (1.43) vs HSCSX (0.00). HSCSX was incepted earlier than NAESX: HSCSX (27 years) vs NAESX (65 years). HSCSX (1.14) is less costly to investors than NAESX (0.17). HSCSX is a more actively managed with annual turnover of: 17.00 vs. NAESX (13.00). HSCSX has a lower initial minimum investment than NAESX: HSCSX (500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 3.90 vs. HSCSX (-8.55). NAESX return over 5 years is better than : 72.06 vs. HSCSX (5.77).
| HSCSX | NAESX | HSCSX / NAESX | |
| Total Expense Ratio | 1.14 | 0.17 | 671% |
| Annual Report Gross Expense Ratio | 1.14 | 0.17 | 671% |
| Fund Existence | 27 years | 65 years | - |
| Gain YTD | -7.476 | -2.877 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 3000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | -8.55 | 3.90 | -220% |
| Returns for 3 years | 3.62 | 27.11 | 13% |
| Returns for 5 years | 5.77 | 72.06 | 8% |
| Returns for 10 years | -38.31 | 96.13 | -40% |
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