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NAESX vs SCRSX
NAESX vs SCRSX Comparison
Open Charts NAESX vs SCRSX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Bernstein Small Cap Core SCB
Price$11.77
Change-$0.36 (-2.97%)
VolumeN/A
Net Assets685.36M
NAESX vs SCRSX Comparison Chart
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NAESX vs. SCRSX commentary
Feb 23, 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 SCRSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SCRSX (685M). NAESX pays higher dividends than SCRSX: NAESX (1.31) vs SCRSX (0.42). NAESX was incepted earlier than SCRSX: NAESX (64 years) vs SCRSX (9 years). SCRSX is a more actively managed with annual turnover of: 43.00 vs. NAESX (12.00). 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 : 11.22 vs. SCRSX (-3.09). NAESX return over 5 years is better than : 44.30 vs. SCRSX (5.08).
| NAESX | SCRSX | NAESX / SCRSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 9 years | - |
| Gain YTD | -0.321 | 1.591 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 685M | 23,504% |
| Annual Yield % from dividends | 1.31 | 0.42 | 312% |
| Returns for 1 year | 11.22 | -3.09 | -363% |
| Returns for 3 years | 18.76 | -10.36 | -181% |
| Returns for 5 years | 44.30 | 5.08 | 872% |
| Returns for 10 years | 105.17 | N/A | - |
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