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NAESX vs SCRSX
NAESX vs SCRSX Comparison
Open Charts NAESX vs SCRSX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Bernstein Small Cap Core SCB
Price$14.20
Change-$0.23 (-1.59%)
VolumeN/A
CapitalizationN/A
NAESX vs SCRSX Comparison Chart
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NAESX vs. SCRSX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. SCRSX (751M). 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 : 30.24 vs. SCRSX (18.11). NAESX return over 5 years is better than : 55.43 vs. SCRSX (26.84).
| 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 | 15.758 | 12.431 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 751M | 20,107% |
| Annual Yield % from dividends | 1.31 | 0.42 | 312% |
| Returns for 1 year | 30.24 | 18.11 | 167% |
| Returns for 3 years | 4.66 | -14.24 | -33% |
| Returns for 5 years | 55.43 | 26.84 | 206% |
| Returns for 10 years | 122.58 | N/A | - |
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