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NAESX vs SCUIX
NAESX vs SCUIX Comparison
Open Charts NAESX vs SCUIX
Vanguard Small Cap Index I
Price$120.41
Change-$0.59 (-0.49%)
VolumeN/A
Net Assets155.27B
Hartford Schroders US Small Cap Opps I
Price$32.44
Change-$0.12 (-0.37%)
VolumeN/A
Net Assets232.67M
NAESX vs SCUIX Comparison Chart
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NAESX vs. SCUIX commentary
Jan 24, 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 Hold and SCUIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SCUIX (233M). NAESX pays higher dividends than SCUIX: NAESX (1.31) vs SCUIX (0.08). NAESX was incepted earlier than SCUIX: NAESX (64 years) vs SCUIX (31 years). SCUIX is a more actively managed with annual turnover of: 42.00 vs. NAESX (12.00). SCUIX has a lower initial minimum investment than NAESX: SCUIX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 20.12 vs. SCUIX (11.78). NAESX return over 5 years is better than : 53.16 vs. SCUIX (17.46).
| NAESX | SCUIX | NAESX / SCUIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 31 years | - |
| Gain YTD | 4.568 | 4.108 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 233M | 66,524% |
| Annual Yield % from dividends | 1.31 | 0.08 | 1,683% |
| Returns for 1 year | 20.12 | 11.78 | 171% |
| Returns for 3 years | 24.44 | 8.29 | 295% |
| Returns for 5 years | 53.16 | 17.46 | 304% |
| Returns for 10 years | 124.93 | 32.01 | 390% |
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