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NAESX vs SCSIX
NAESX vs SCSIX Comparison
Open Charts NAESX vs SCSIX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Sterling Capital SmCp Val R6
Price$38.71
Change-$0.51 (-1.30%)
VolumeN/A
Net Assets162.62M
NAESX vs SCSIX Comparison Chart
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NAESX vs. SCSIX commentary
Jun 16, 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: 148B vs. SCSIX (163M). NAESX pays higher dividends than SCSIX: NAESX (1.35) vs SCSIX (0.33). NAESX was incepted earlier than SCSIX: NAESX (65 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: 13.00 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 : 5.19 vs. SCSIX (-11.85). NAESX return over 5 years is better than : 63.19 vs. SCSIX (-36.72).
| NAESX | SCSIX | NAESX / SCSIX | |
| Total Expense Ratio | 0.17 | 0.93 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 1.06 | 16% |
| Fund Existence | 65 years | 5 years | - |
| Gain YTD | -4.390 | -1.326 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 163M | 90,798% |
| Annual Yield % from dividends | 1.35 | 0.33 | 404% |
| Returns for 1 year | 5.19 | -11.85 | -44% |
| Returns for 3 years | 31.28 | -36.46 | -86% |
| Returns for 5 years | 63.19 | -36.72 | -172% |
| Returns for 10 years | 92.88 | 248.23 | 37% |
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