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NAESX vs SCRSX
NAESX vs SCRSX Comparison
Open Charts NAESX vs SCRSX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Bernstein Small Cap Core SCB
Price$12.32
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets713.27M
NAESX vs SCRSX Comparison Chart
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NAESX vs. SCRSX commentary
Jan 19, 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: 155B vs. SCRSX (713M). 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 : 21.23 vs. SCRSX (1.84). NAESX return over 5 years is better than : 48.81 vs. SCRSX (4.05).
| 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 | 3.370 | 3.183 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 713M | 21,739% |
| Annual Yield % from dividends | 1.31 | 0.42 | 312% |
| Returns for 1 year | 21.23 | 1.84 | 1,157% |
| Returns for 3 years | 17.16 | -13.94 | -123% |
| Returns for 5 years | 48.81 | 4.05 | 1,205% |
| Returns for 10 years | 126.44 | N/A | - |