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NAESX vs SCSIX
NAESX vs SCSIX Comparison
Open Charts NAESX vs SCSIX
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
Sterling Capital SmCp Val R6
Price$37.88
Change+$0.57 (+1.53%)
VolumeN/A
Net Assets158.05M
NAESX vs SCSIX Comparison Chart
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NAESX vs. SCSIX commentary
May 09, 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: 140B vs. SCSIX (158M). NAESX pays higher dividends than SCSIX: NAESX (1.43) vs SCSIX (0.35). 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 : -0.09 vs. SCSIX (-16.44). NAESX return over 5 years is better than : 65.08 vs. SCSIX (-36.27).
| 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 | -8.414 | -4.894 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 158M | 88,608% |
| Annual Yield % from dividends | 1.43 | 0.35 | 411% |
| Returns for 1 year | -0.09 | -16.44 | 1% |
| Returns for 3 years | 20.27 | -40.47 | -50% |
| Returns for 5 years | 65.08 | -36.27 | -179% |
| Returns for 10 years | 87.81 | 233.67 | 38% |
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