NAESX
Price
$101.10
Change
-$7.24 (-6.68%)
Updated
Apr 3 closing price
Net Assets
153.45B
SCRSX
Price
$10.27
Change
-$0.75 (-6.81%)
Updated
Apr 3 closing price
Net Assets
645.36M
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NAESX vs SCRSX

Header iconNAESX vs SCRSX Comparison
Open Charts NAESX vs SCRSXBanner chart's image
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
Bernstein Small Cap Core SCB
Price$10.27
Change-$0.75 (-6.81%)
VolumeN/A
Net Assets645.36M
NAESX vs SCRSX Comparison Chart
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NAESX vs. SCRSX commentary
Apr 04, 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.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SCRSX (645M). 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 : 1.18 vs. SCRSX (-15.34). NAESX return over 5 years is better than : 115.68 vs. SCRSX (53.88).
NAESXSCRSXNAESX / SCRSX
Total Expense Ratio0.171.1515%
Annual Report Gross Expense Ratio0.171.1515%
Fund Existence65 years9 years-
Gain YTD-5.833-7.70576%
Front LoadN/AN/A-
Min. Initial Investment3000500060%
Min. Initial Investment IRAN/AN/A-
Net Assets153B645M23,721%
Annual Yield % from dividends1.390.21657%
Returns for 1 year1.18-15.34-8%
Returns for 3 years6.44-20.49-31%
Returns for 5 years115.6853.88215%
Returns for 10 years90.61N/A-
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