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NAESX vs SCUIX
NAESX vs SCUIX Comparison
Open Charts NAESX vs SCUIX
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
Hartford Schroders US Small Cap Opps I
Price$28.38
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets192.69M
NAESX vs SCUIX Comparison Chart
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NAESX vs. SCUIX commentary
May 11, 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 SCUIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. SCUIX (193M). NAESX pays higher dividends than SCUIX: NAESX (1.43) 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 : 0.34 vs. SCUIX (-6.89). NAESX return over 5 years is better than : 67.63 vs. SCUIX (35.38).
| 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 | -6.997 | -8.922 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 193M | 72,539% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 0.34 | -6.89 | -5% |
| Returns for 3 years | 22.70 | 3.93 | 578% |
| Returns for 5 years | 67.63 | 35.38 | 191% |
| Returns for 10 years | 91.04 | 11.33 | 804% |