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NAESX vs SCRSX
NAESX vs SCRSX Comparison
Open Charts NAESX vs SCRSX
Vanguard Small Cap Index I
Price$121.46
Change+$0.30 (+0.25%)
VolumeN/A
Net Assets154.18B
Bernstein Small Cap Core SCB
Price$12.55
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets712.02M
NAESX vs SCRSX Comparison Chart in %
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NAESX vs. SCRSX commentary
Aug 29, 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 SCRSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SCRSX (712M). NAESX pays higher dividends than SCRSX: NAESX (1.25) vs SCRSX (0.20). NAESX was incepted earlier than SCRSX: NAESX (65 years) vs SCRSX (10 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 : 9.99 vs. SCRSX (-7.50). NAESX return over 5 years is better than : 60.61 vs. SCRSX (16.44).
| 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 | 10 years | - |
| Gain YTD | 5.381 | 4.858 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 712M | 21,629% |
| Annual Yield % from dividends | 1.25 | 0.20 | 639% |
| Returns for 1 year | 9.99 | -7.50 | -133% |
| Returns for 3 years | 32.16 | -1.79 | -1,798% |
| Returns for 5 years | 60.61 | 16.44 | 369% |
| Returns for 10 years | 130.39 | N/A | - |
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