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NAESX vs SCSIX
NAESX vs SCSIX Comparison
Open Charts NAESX vs SCSIX
Vanguard Small Cap Index I
Price$113.60
Change-$0.14 (-0.12%)
VolumeN/A
Net Assets147.56B
Sterling Capital SmCp Val R6
Price$39.54
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets165.56M
NAESX vs SCSIX Comparison Chart in %
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NAESX vs. SCSIX commentary
Jul 02, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SCSIX (166M). 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 : 9.00 vs. SCSIX (-10.50). NAESX return over 5 years is better than : 65.69 vs. SCSIX (-34.72).
| 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 | -1.139 | 0.918 | -124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 166M | 89,157% |
| Annual Yield % from dividends | 1.35 | 0.33 | 404% |
| Returns for 1 year | 9.00 | -10.50 | -86% |
| Returns for 3 years | 34.33 | -34.52 | -99% |
| Returns for 5 years | 65.69 | -34.72 | -189% |
| Returns for 10 years | 102.94 | 256.72 | 40% |
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