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NAESX vs NSCRX
NAESX vs NSCRX Comparison
Open Charts NAESX vs NSCRX
Vanguard Small Cap Index I
Price$123.61
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
Nuveen Small-Cap Value Opps I
Price$54.16
Change+$0.68 (+1.27%)
VolumeN/A
Net Assets258.67M
NAESX vs NSCRX Comparison Chart in %
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NAESX vs. NSCRX commentary
Oct 09, 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 NSCRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NSCRX (259M). NAESX pays higher dividends than NSCRX: NAESX (1.23) vs NSCRX (0.95). NAESX was incepted earlier than NSCRX: NAESX (65 years) vs NSCRX (21 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 (13.00). 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 : 9.13 vs. NSCRX (-12.81). NAESX return over 5 years is better than : 56.51 vs. NSCRX (44.27).
| 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 | 21 years | - |
| Gain YTD | 6.604 | 4.250 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 259M | 62,548% |
| Annual Yield % from dividends | 1.23 | 0.95 | 129% |
| Returns for 1 year | 9.13 | -12.81 | -71% |
| Returns for 3 years | 47.05 | 24.71 | 190% |
| Returns for 5 years | 56.51 | 44.27 | 128% |
| Returns for 10 years | 131.38 | 30.84 | 426% |
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