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NAESX vs SCRSX
NAESX vs SCRSX Comparison
Open Charts NAESX vs SCRSX
Vanguard Small Cap Index I
Price$123.61
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
Bernstein Small Cap Core SCB
Price$12.76
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets727.5M
NAESX vs SCRSX Comparison Chart in %
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NAESX vs. SCRSX commentary
Oct 09, 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: 162B vs. SCRSX (728M). NAESX pays higher dividends than SCRSX: NAESX (1.23) vs SCRSX (0.18). 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 : 9.13 vs. SCRSX (-7.70). NAESX return over 5 years is better than : 56.51 vs. SCRSX (13.49).
| 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 | 6.604 | 5.863 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 728M | 22,253% |
| Annual Yield % from dividends | 1.23 | 0.18 | 667% |
| Returns for 1 year | 9.13 | -7.70 | -118% |
| Returns for 3 years | 47.05 | 8.90 | 529% |
| Returns for 5 years | 56.51 | 13.49 | 419% |
| Returns for 10 years | 131.38 | N/A | - |