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NAESX vs SCUIX
NAESX vs SCUIX Comparison
Open Charts NAESX vs SCUIX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
Hartford Schroders US Small Cap Opps I
Price$27.35
Change-$1.96 (-6.69%)
VolumeN/A
Net Assets202.6M
NAESX vs SCUIX Comparison Chart
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NAESX vs. SCUIX commentary
Apr 04, 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: 153B vs. SCUIX (203M). NAESX pays higher dividends than SCUIX: NAESX (1.39) 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: 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 : 1.18 vs. SCUIX (-3.24). NAESX return over 5 years is better than : 115.68 vs. SCUIX (71.14).
| 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 | -5.833 | -5.937 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 203M | 75,369% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | 1.18 | -3.24 | -36% |
| Returns for 3 years | 6.44 | -4.29 | -150% |
| Returns for 5 years | 115.68 | 71.14 | 163% |
| Returns for 10 years | 90.61 | 12.36 | 733% |
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