Interact to see
Advertisement
Advertisement
NAESX vs NSCRX
NAESX vs NSCRX Comparison
Open Charts NAESX vs NSCRX
Vanguard Small Cap Index I
Price$108.59
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
Nuveen Small-Cap Value Opps I
Price$48.16
Change-$0.37 (-0.76%)
VolumeN/A
Net Assets225.6M
NAESX vs NSCRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NSCRX commentary
May 23, 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: 140B vs. NSCRX (226M). NAESX pays higher dividends than NSCRX: NAESX (1.43) vs NSCRX (1.07). 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 (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 : 1.75 vs. NSCRX (-13.42). NAESX return over 5 years is better than : 67.31 vs. NSCRX (48.54).
| 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 | -5.554 | -5.400 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 226M | 61,947% |
| Annual Yield % from dividends | 1.43 | 1.07 | 133% |
| Returns for 1 year | 1.75 | -13.42 | -13% |
| Returns for 3 years | 22.26 | 7.51 | 296% |
| Returns for 5 years | 67.31 | 48.54 | 139% |
| Returns for 10 years | 90.72 | 10.91 | 832% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement