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NAESX vs SCRSX
NAESX vs SCRSX Comparison
Open Charts NAESX vs SCRSX
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
Bernstein Small Cap Core SCB
Price$10.49
Change+$0.19 (+1.84%)
VolumeN/A
Net Assets604M
NAESX vs SCRSX Comparison Chart
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NAESX vs. SCRSX commentary
Apr 25, 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: 143B vs. SCRSX (604M). NAESX pays higher dividends than SCRSX: NAESX (1.39) 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 (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 : -2.36 vs. SCRSX (-17.32). NAESX return over 5 years is better than : 71.57 vs. SCRSX (21.93).
| 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 | -12.247 | -13.735 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 604M | 23,675% |
| Annual Yield % from dividends | 1.39 | 0.21 | 657% |
| Returns for 1 year | -2.36 | -17.32 | 14% |
| Returns for 3 years | 4.67 | -21.64 | -22% |
| Returns for 5 years | 71.57 | 21.93 | 326% |
| Returns for 10 years | 78.60 | N/A | - |