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NAESX vs SCUIX
NAESX vs SCUIX Comparison
Open Charts NAESX vs SCUIX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Hartford Schroders US Small Cap Opps I
Price$31.14
Change-$0.66 (-2.08%)
VolumeN/A
Net Assets217.82M
NAESX vs SCUIX Comparison Chart
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NAESX vs. SCUIX commentary
Feb 23, 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: 161B vs. SCUIX (218M). NAESX pays higher dividends than SCUIX: NAESX (1.31) vs SCUIX (0.08). NAESX was incepted earlier than SCUIX: NAESX (64 years) vs SCUIX (32 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 : 11.22 vs. SCUIX (4.81). NAESX return over 5 years is better than : 44.30 vs. SCUIX (13.82).
| NAESX | SCUIX | NAESX / SCUIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 32 years | - |
| Gain YTD | -0.321 | -0.064 | 501% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 218M | 73,853% |
| Annual Yield % from dividends | 1.31 | 0.08 | 1,683% |
| Returns for 1 year | 11.22 | 4.81 | 233% |
| Returns for 3 years | 18.76 | 3.81 | 492% |
| Returns for 5 years | 44.30 | 13.82 | 320% |
| Returns for 10 years | 105.17 | 22.16 | 475% |
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