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NAESX vs NSCAX
NAESX vs NSCAX Comparison
Open Charts NAESX vs NSCAX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Nuveen Small-Cap Value Opps A
Price$59.75
Change-$0.41 (-0.68%)
VolumeN/A
CapitalizationN/A
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NAESX vs NSCAX Comparison Chart
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NAESX vs. NSCAX commentary
Sep 21, 2024
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 StrongBuy and NSCAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. NSCAX (241M). NAESX pays higher dividends than NSCAX: NAESX (1.31) vs NSCAX (0.37). NAESX was incepted earlier than NSCAX: NAESX (64 years) vs NSCAX (20 years). NSCAX is a more actively managed with annual turnover of: 71.00 vs. NAESX (12.00). NAESX (3000) and NSCAX (3000) have matching initial minimum investment requirements. NSCAX annual gain was more profitable for investors over the last year : 34.25 vs. NAESX (25.47). NAESX return over 5 years is better than : 53.25 vs. NSCAX (39.31).
| NAESX | NSCAX | NAESX / NSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 20 years | - |
| Gain YTD | 10.861 | 18.130 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 241M | 61,826% |
| Annual Yield % from dividends | 1.31 | 0.37 | 356% |
| Returns for 1 year | 25.47 | 34.25 | 74% |
| Returns for 3 years | 8.84 | 17.27 | 51% |
| Returns for 5 years | 53.25 | 39.31 | 135% |
| Returns for 10 years | 120.79 | 48.77 | 248% |