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NAESX vs NSCRX
NAESX vs NSCRX Comparison
Open Charts NAESX vs NSCRX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Nuveen Small-Cap Value Opps I
Price$51.85
Change+$0.34 (+0.66%)
VolumeN/A
Net Assets218.94M
NAESX vs NSCRX Comparison Chart
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NAESX vs. NSCRX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. NSCRX (219M). 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 : 21.23 vs. NSCRX (2.05). NAESX return over 5 years is better than : 48.81 vs. NSCRX (16.30).
| 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 | 3.370 | 1.072 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 219M | 70,776% |
| Annual Yield % from dividends | 1.31 | 0.58 | 227% |
| Returns for 1 year | 21.23 | 2.05 | 1,034% |
| Returns for 3 years | 17.16 | 3.41 | 503% |
| Returns for 5 years | 48.81 | 16.30 | 299% |
| Returns for 10 years | 126.44 | 27.52 | 459% |
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