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NAESX vs SCUIX
NAESX vs SCUIX Comparison
Open Charts NAESX vs SCUIX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Hartford Schroders US Small Cap Opps I
Price$28.50
Change-$0.48 (-1.66%)
VolumeN/A
Net Assets191.12M
NAESX vs SCUIX Comparison Chart
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NAESX vs. SCUIX commentary
Jun 15, 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 StrongBuy and SCUIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SCUIX (191M). NAESX pays higher dividends than SCUIX: NAESX (1.35) 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 (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 : 5.19 vs. SCUIX (-4.17). NAESX return over 5 years is better than : 63.19 vs. SCUIX (30.60).
| 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 | -4.390 | -8.537 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 191M | 77,487% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | -4.17 | -125% |
| Returns for 3 years | 31.28 | 7.55 | 414% |
| Returns for 5 years | 63.19 | 30.60 | 206% |
| Returns for 10 years | 92.88 | 8.19 | 1,134% |
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