Ad is loading...
NAESX vs SCSIX
NAESX vs SCSIX Comparison
Open Charts NAESX vs SCSIX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Sterling Capital SmCp Val R6
Price$39.30
Change-$1.54 (-3.77%)
VolumeN/A
CapitalizationN/A
NAESX vs SCSIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SCSIX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. SCSIX (187M). 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 : 19.54 vs. SCSIX (-6.65).
| 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 | 17.994 | -6.739 | -267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 187M | 89,305% |
| Annual Yield % from dividends | 1.31 | 0.44 | 297% |
| Returns for 1 year | 19.54 | -6.65 | -294% |
| Returns for 3 years | 15.71 | -44.41 | -35% |
| Returns for 5 years | 53.79 | N/A | - |
| Returns for 10 years | 124.30 | 260.08 | 48% |
View a ticker or compare two or three
VS
VS
Ad is loading...