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NAESX vs SCUIX
NAESX vs SCUIX Comparison
Open Charts NAESX vs SCUIX
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
Hartford Schroders US Small Cap Opps I
Price$31.29
Change+$0.22 (+0.71%)
VolumeN/A
CapitalizationN/A
NAESX vs SCUIX Comparison Chart
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NAESX vs. SCUIX commentary
Dec 23, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. SCUIX (226M). NAESX pays higher dividends than SCUIX: NAESX (1.31) vs SCUIX (0.08). NAESX was incepted earlier than SCUIX: NAESX (64 years) vs SCUIX (31 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 : 14.50 vs. SCUIX (6.81). NAESX return over 5 years is better than : 47.90 vs. SCUIX (14.09).
| NAESX | SCUIX | NAESX / SCUIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 31 years | - |
| Gain YTD | 14.022 | 6.574 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 226M | 73,894% |
| Annual Yield % from dividends | 1.31 | 0.08 | 1,683% |
| Returns for 1 year | 14.50 | 6.81 | 213% |
| Returns for 3 years | 10.57 | -1.28 | -829% |
| Returns for 5 years | 47.90 | 14.09 | 340% |
| Returns for 10 years | 115.27 | 25.91 | 445% |