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NAESX vs NSCRX
NAESX vs NSCRX Comparison
Open Charts NAESX vs NSCRX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Nuveen Small-Cap Value Opps I
Price$51.82
Change-$2.15 (-3.98%)
VolumeN/A
CapitalizationN/A
NAESX vs NSCRX Comparison Chart
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NAESX vs. NSCRX commentary
Dec 19, 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 Hold and NSCRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. NSCRX (224M). NAESX pays higher dividends than NSCRX: NAESX (1.31) vs NSCRX (0.58). NAESX was incepted earlier than NSCRX: NAESX (64 years) vs NSCRX (20 years). NSCRX is a more actively managed with annual turnover of: 71.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than NSCRX: NAESX (3000) vs NSCRX (100000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. NSCRX (5.88). NAESX return over 5 years is better than : 53.79 vs. NSCRX (23.73).
| NAESX | NSCRX | NAESX / NSCRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 20 years | - |
| Gain YTD | 17.994 | 3.778 | 476% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 224M | 74,554% |
| Annual Yield % from dividends | 1.31 | 0.58 | 227% |
| Returns for 1 year | 19.54 | 5.88 | 332% |
| Returns for 3 years | 15.71 | 12.41 | 127% |
| Returns for 5 years | 53.79 | 23.73 | 227% |
| Returns for 10 years | 124.30 | 30.17 | 412% |
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