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NAESX vs SCSIX
NAESX vs SCSIX Comparison
Open Charts NAESX vs SCSIX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
Sterling Capital SmCp Val R6
Price$34.83
Change+$0.30 (+0.87%)
VolumeN/A
Net Assets145.84M
NAESX vs SCSIX Comparison Chart
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NAESX vs. SCSIX commentary
Apr 19, 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 Buy and SCSIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SCSIX (146M). NAESX pays higher dividends than SCSIX: NAESX (1.39) vs SCSIX (0.34). 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: 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 : -1.58 vs. SCSIX (-17.70). NAESX return over 5 years is better than : 68.15 vs. SCSIX (-37.36).
| 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 | -13.725 | -11.216 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 146M | 97,945% |
| Annual Yield % from dividends | 1.39 | 0.34 | 407% |
| Returns for 1 year | -1.58 | -17.70 | 9% |
| Returns for 3 years | 1.35 | -48.41 | -3% |
| Returns for 5 years | 68.15 | -37.36 | -182% |
| Returns for 10 years | 74.70 | 209.34 | 36% |
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