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NAESX vs NSCAX
NAESX vs NSCAX Comparison
Open Charts NAESX vs NSCAX
Vanguard Small Cap Index I
Price$108.19
Change-$0.40 (-0.37%)
VolumeN/A
Net Assets139.54B
Nuveen Small-Cap Value Opps A
Price$45.21
Change-$0.27 (-0.59%)
VolumeN/A
Net Assets224.05M
NAESX vs NSCAX Comparison Chart
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NAESX vs. NSCAX commentary
May 25, 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 NSCAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. NSCAX (224M). NAESX pays higher dividends than NSCAX: NAESX (1.43) vs NSCAX (0.82). NAESX was incepted earlier than NSCAX: NAESX (65 years) vs NSCAX (20 years). NSCAX (1.35) is less costly to investors than NAESX (0.17). NSCAX is a more actively managed with annual turnover of: 71.00 vs. NAESX (13.00). NSCAX has a lower initial minimum investment than NAESX: NSCAX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 2.80 vs. NSCAX (-14.59). NAESX return over 5 years is better than : 66.59 vs. NSCAX (42.12).
| NAESX | NSCAX | NAESX / NSCAX | |
| Total Expense Ratio | 0.17 | 1.20 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.35 | 13% |
| Fund Existence | 65 years | 20 years | - |
| Gain YTD | -5.963 | -6.764 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 224M | 62,500% |
| Annual Yield % from dividends | 1.43 | 0.82 | 174% |
| Returns for 1 year | 2.80 | -14.59 | -19% |
| Returns for 3 years | 23.57 | 4.42 | 533% |
| Returns for 5 years | 66.59 | 42.12 | 158% |
| Returns for 10 years | 91.88 | 5.22 | 1,759% |
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