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NAESX vs NSCRX
NAESX vs NSCRX Comparison
Open Charts NAESX vs NSCRX
Vanguard Small Cap Index I
Price$103.01
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets143.36B
Nuveen Small-Cap Value Opps I
Price$46.41
Change-$0.12 (-0.26%)
VolumeN/A
Net Assets222.83M
NAESX vs NSCRX Comparison Chart
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NAESX vs. NSCRX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. NSCRX (223M). 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 : 0.19 vs. NSCRX (-13.18). NAESX return over 5 years is better than : 75.06 vs. NSCRX (53.74).
| 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 | -10.465 | -9.532 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 223M | 64,126% |
| Annual Yield % from dividends | 1.39 | 1.04 | 134% |
| Returns for 1 year | 0.19 | -13.18 | -1% |
| Returns for 3 years | 10.16 | 1.34 | 758% |
| Returns for 5 years | 75.06 | 53.74 | 140% |
| Returns for 10 years | 81.51 | 5.13 | 1,589% |