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NAESX vs SCRSX
NAESX vs SCRSX Comparison
Open Charts NAESX vs SCRSX
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
Bernstein Small Cap Core SCB
Price$11.34
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets665.14M
NAESX vs SCRSX Comparison Chart
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NAESX vs. SCRSX commentary
Jun 06, 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 StrongBuy and SCRSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SCRSX (665M). NAESX pays higher dividends than SCRSX: NAESX (1.35) vs SCRSX (0.21). NAESX was incepted earlier than SCRSX: NAESX (65 years) vs SCRSX (9 years). SCRSX (1.15) is less costly to investors than NAESX (0.17). SCRSX is a more actively managed with annual turnover of: 63.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SCRSX: NAESX (3000) vs SCRSX (5000). NAESX annual gain was more profitable for investors over the last year : 4.88 vs. SCRSX (-11.17). NAESX return over 5 years is better than : 52.45 vs. SCRSX (9.28).
| NAESX | SCRSX | NAESX / SCRSX | |
| Total Expense Ratio | 0.17 | 1.15 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.15 | 15% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | -3.929 | -4.941 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 665M | 22,256% |
| Annual Yield % from dividends | 1.35 | 0.21 | 657% |
| Returns for 1 year | 4.88 | -11.17 | -44% |
| Returns for 3 years | 18.26 | -13.46 | -136% |
| Returns for 5 years | 52.45 | 9.28 | 565% |
| Returns for 10 years | 95.90 | N/A | - |
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