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NAESX vs NSCAX
NAESX vs NSCAX Comparison
Open Charts NAESX vs NSCAX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Nuveen Small-Cap Value Opps A
Price$49.01
Change+$0.32 (+0.66%)
VolumeN/A
Net Assets217.62M
NAESX vs NSCAX Comparison Chart
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NAESX vs. NSCAX commentary
Jan 19, 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: 155B vs. NSCAX (218M). 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). 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 : 21.23 vs. NSCAX (0.69). NAESX return over 5 years is better than : 48.81 vs. NSCAX (12.81).
| 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 | 3.370 | 1.072 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 218M | 71,101% |
| Annual Yield % from dividends | 1.31 | 0.37 | 356% |
| Returns for 1 year | 21.23 | 0.69 | 3,097% |
| Returns for 3 years | 17.16 | 1.23 | 1,400% |
| Returns for 5 years | 48.81 | 12.81 | 381% |
| Returns for 10 years | 126.44 | 21.22 | 596% |