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NAESX vs SCUIX
NAESX vs SCUIX Comparison
Open Charts NAESX vs SCUIX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Hartford Schroders US Small Cap Opps I
Price$31.59
Change+$0.11 (+0.35%)
VolumeN/A
Net Assets191.63M
NAESX vs SCUIX Comparison Chart in %
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NAESX vs. SCUIX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SCUIX (192M). NAESX pays higher dividends than SCUIX: NAESX (1.20) vs SCUIX (0.00). NAESX was incepted earlier than SCUIX: NAESX (65 years) vs SCUIX (32 years). SCUIX (1.10) is less costly to investors than NAESX (0.17). SCUIX is a more actively managed with annual turnover of: 50.00 vs. NAESX (13.00). 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 : 12.82 vs. SCUIX (0.96). NAESX return over 5 years is better than : 65.43 vs. SCUIX (29.23).
| NAESX | SCUIX | NAESX / SCUIX | |
| Total Expense Ratio | 0.17 | 1.10 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.10 | 15% |
| Fund Existence | 65 years | 32 years | - |
| Gain YTD | 5.746 | 1.027 | 560% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 192M | 83,854% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 12.82 | 0.96 | 1,332% |
| Returns for 3 years | 38.26 | 19.11 | 200% |
| Returns for 5 years | 65.43 | 29.23 | 224% |
| Returns for 10 years | 130.73 | 27.44 | 476% |
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