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NAESX vs NSCAX
NAESX vs NSCAX Comparison
Open Charts NAESX vs NSCAX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Nuveen Small-Cap Value Opps A
Price$45.70
Change-$0.90 (-1.93%)
VolumeN/A
Net Assets228.16M
NAESX vs NSCAX Comparison Chart
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NAESX vs. NSCAX commentary
Jun 15, 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 StrongBuy and NSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NSCAX (228M). NAESX pays higher dividends than NSCAX: NAESX (1.35) vs NSCAX (0.80). 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 : 5.19 vs. NSCAX (-12.52). NAESX return over 5 years is better than : 63.19 vs. NSCAX (37.24).
| 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 | -4.390 | -5.754 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 228M | 64,912% |
| Annual Yield % from dividends | 1.35 | 0.80 | 170% |
| Returns for 1 year | 5.19 | -12.52 | -41% |
| Returns for 3 years | 31.28 | 11.69 | 268% |
| Returns for 5 years | 63.19 | 37.24 | 170% |
| Returns for 10 years | 92.88 | 4.20 | 2,209% |
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