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NAESX vs SCSIX
NAESX vs SCSIX Comparison
Open Charts NAESX vs SCSIX
Vanguard Small Cap Index I
Price$109.44
Change+$0.65 (+0.60%)
VolumeN/A
Net Assets153.45B
Sterling Capital SmCp Val R6
Price$37.41
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets160.81M
NAESX vs SCSIX Comparison Chart
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NAESX vs. SCSIX commentary
Mar 10, 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 SCSIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SCSIX (161M). NAESX pays higher dividends than SCSIX: NAESX (1.20) vs SCSIX (0.33). NAESX was incepted earlier than SCSIX: NAESX (64 years) vs SCSIX (5 years). SCSIX (1.06) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 12.00 vs. SCSIX (2.87). NAESX has a lower initial minimum investment than SCSIX: NAESX (3000) vs SCSIX (10000000). NAESX annual gain was more profitable for investors over the last year : 2.54 vs. SCSIX (-15.02). NAESX return over 5 years is better than : 59.49 vs. SCSIX (-42.07).
| NAESX | SCSIX | NAESX / SCSIX | |
| Total Expense Ratio | 0.17 | 0.93 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 1.06 | 16% |
| Fund Existence | 64 years | 5 years | - |
| Gain YTD | -4.959 | -4.639 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 161M | 95,031% |
| Annual Yield % from dividends | 1.20 | 0.33 | 363% |
| Returns for 1 year | 2.54 | -15.02 | -17% |
| Returns for 3 years | 15.65 | -43.79 | -36% |
| Returns for 5 years | 59.49 | -42.07 | -141% |
| Returns for 10 years | 100.54 | 238.05 | 42% |
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