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NAESX vs NSCRX
NAESX vs NSCRX Comparison
Open Charts NAESX vs NSCRX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
Nuveen Small-Cap Value Opps I
Price$46.07
Change-$2.96 (-6.04%)
VolumeN/A
Net Assets228.22M
NAESX vs NSCRX Comparison Chart
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NAESX vs. NSCRX commentary
Apr 04, 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 NSCRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NSCRX (228M). NAESX pays higher dividends than NSCRX: NAESX (1.39) vs NSCRX (1.04). NAESX was incepted earlier than NSCRX: NAESX (65 years) vs NSCRX (20 years). NSCRX (1.10) is less costly to investors than NAESX (0.17). 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 : 1.18 vs. NSCRX (-11.34). NAESX return over 5 years is better than : 115.68 vs. NSCRX (83.75).
| NAESX | NSCRX | NAESX / NSCRX | |
| Total Expense Ratio | 0.17 | 0.95 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 1.10 | 15% |
| Fund Existence | 65 years | 20 years | - |
| Gain YTD | -5.833 | -4.425 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 228M | 67,105% |
| Annual Yield % from dividends | 1.39 | 1.04 | 134% |
| Returns for 1 year | 1.18 | -11.34 | -10% |
| Returns for 3 years | 6.44 | -1.46 | -441% |
| Returns for 5 years | 115.68 | 83.75 | 138% |
| Returns for 10 years | 90.61 | 10.80 | 839% |
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