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NAESX vs NSCAX
NAESX vs NSCAX Comparison
Open Charts NAESX vs NSCAX
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
Nuveen Small-Cap Value Opps A
Price$43.12
Change+$2.83 (+7.02%)
VolumeN/A
Net Assets214.4M
NAESX vs NSCAX Comparison Chart
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NAESX vs. NSCAX commentary
Apr 11, 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: 143B vs. NSCAX (214M). NAESX pays higher dividends than NSCAX: NAESX (1.39) vs NSCAX (0.80). 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 (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 : -13.70 vs. NSCAX (-23.86). NAESX return over 5 years is better than : 56.35 vs. NSCAX (29.64).
| 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 | -19.296 | -16.911 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 214M | 66,822% |
| Annual Yield % from dividends | 1.39 | 0.80 | 174% |
| Returns for 1 year | -13.70 | -23.86 | 57% |
| Returns for 3 years | -5.18 | -12.90 | 40% |
| Returns for 5 years | 56.35 | 29.64 | 190% |
| Returns for 10 years | 63.14 | -8.64 | -731% |