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NAESX vs SCRSX
NAESX vs SCRSX Comparison
Open Charts NAESX vs SCRSX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Bernstein Small Cap Core SCB
Price$12.07
Change+$0.12 (+1.00%)
VolumeN/A
Net Assets699.46M
NAESX vs SCRSX Comparison Chart in %
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NAESX vs. SCRSX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SCRSX (699M). NAESX pays higher dividends than SCRSX: NAESX (1.28) 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 : 12.22 vs. SCRSX (-4.34). NAESX return over 5 years is better than : 69.32 vs. SCRSX (23.63).
| 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 | 1.432 | 1.089 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 699M | 21,173% |
| Annual Yield % from dividends | 1.28 | 0.20 | 646% |
| Returns for 1 year | 12.22 | -4.34 | -282% |
| Returns for 3 years | 37.83 | 1.64 | 2,304% |
| Returns for 5 years | 69.32 | 23.63 | 293% |
| Returns for 10 years | 108.83 | N/A | - |
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