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NAESX vs NSCAX
NAESX vs NSCAX Comparison
Open Charts NAESX vs NSCAX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Nuveen Small-Cap Value Opps A
Price$50.82
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets259.22M
NAESX vs NSCAX Comparison Chart in %
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NAESX vs. NSCAX commentary
Sep 07, 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 Hold and NSCAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. NSCAX (259M). NAESX pays higher dividends than NSCAX: NAESX (1.20) vs NSCAX (0.73). NAESX was incepted earlier than NSCAX: NAESX (65 years) vs NSCAX (21 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 : 13.62 vs. NSCAX (-10.73). NAESX return over 5 years is better than : 66.60 vs. NSCAX (43.50).
| 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 | 21 years | - |
| Gain YTD | 6.494 | 4.805 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 259M | 62,162% |
| Annual Yield % from dividends | 1.20 | 0.73 | 163% |
| Returns for 1 year | 13.62 | -10.73 | -127% |
| Returns for 3 years | 39.23 | 20.00 | 196% |
| Returns for 5 years | 66.60 | 43.50 | 153% |
| Returns for 10 years | 132.36 | 29.69 | 446% |
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