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NAESX vs SCSIX
NAESX vs SCSIX Comparison
Open Charts NAESX vs SCSIX
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
Sterling Capital SmCp Val R6
Price$40.86
Change+$0.43 (+1.06%)
VolumeN/A
Net Assets180.26M
NAESX vs SCSIX Comparison Chart
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NAESX vs. SCSIX commentary
Jan 31, 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 StrongBuy and SCSIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SCSIX (180M). NAESX pays higher dividends than SCSIX: NAESX (1.31) vs SCSIX (0.44). NAESX was incepted earlier than SCSIX: NAESX (64 years) vs SCSIX (5 years). NAESX is a more actively managed with annual turnover of: 12.00 vs. SCSIX (0.77). 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 : 20.30 vs. SCSIX (-1.67). NAESX return over 5 years is better than : 55.79 vs. SCSIX (-46.30).
| NAESX | SCSIX | NAESX / SCSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 5 years | - |
| Gain YTD | 3.621 | 3.059 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 180M | 86,111% |
| Annual Yield % from dividends | 1.31 | 0.44 | 297% |
| Returns for 1 year | 20.30 | -1.67 | -1,217% |
| Returns for 3 years | 20.81 | -41.23 | -50% |
| Returns for 5 years | 55.79 | -46.30 | -121% |
| Returns for 10 years | 124.23 | 267.69 | 46% |