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NAESX vs NSCRX
NAESX vs NSCRX Comparison
Open Charts NAESX vs NSCRX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Nuveen Small-Cap Value Opps I
Price$62.64
Change-$0.43 (-0.68%)
VolumeN/A
CapitalizationN/A
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NAESX vs NSCRX Comparison Chart
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NAESX vs. NSCRX commentary
Sep 21, 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 StrongBuy and NSCRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. NSCRX (241M). 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). NSCRX annual gain was more profitable for investors over the last year : 31.06 vs. NAESX (20.72). NAESX return over 5 years is better than : 51.64 vs. NSCRX (41.29).
| 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 | 9.695 | 17.435 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 241M | 61,826% |
| Annual Yield % from dividends | 1.31 | 0.58 | 227% |
| Returns for 1 year | 20.72 | 31.06 | 67% |
| Returns for 3 years | 5.63 | 15.46 | 36% |
| Returns for 5 years | 51.64 | 41.29 | 125% |
| Returns for 10 years | 113.34 | 50.30 | 225% |
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