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NAESX vs SCURX
NAESX vs SCURX Comparison
Open Charts NAESX vs SCURX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Hartford Schroders US Small Cap Opps SDR
Price$29.13
Change+$0.32 (+1.11%)
VolumeN/A
Net Assets192.87M
NAESX vs SCURX Comparison Chart
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NAESX vs. SCURX commentary
Jun 07, 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 SCURX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SCURX (193M). NAESX pays higher dividends than SCURX: NAESX (1.35) vs SCURX (0.00). NAESX was incepted earlier than SCURX: NAESX (65 years) vs SCURX (10 years). SCURX (1.01) is less costly to investors than NAESX (0.17). SCURX is a more actively managed with annual turnover of: 42.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SCURX: NAESX (3000) vs SCURX (5000000). NAESX annual gain was more profitable for investors over the last year : 5.13 vs. SCURX (-4.51). NAESX return over 5 years is better than : 52.20 vs. SCURX (20.67).
| NAESX | SCURX | NAESX / SCURX | |
| Total Expense Ratio | 0.17 | 0.95 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 1.01 | 17% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | -4.086 | -8.102 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 193M | 76,684% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.13 | -4.51 | -114% |
| Returns for 3 years | 16.63 | -2.02 | -825% |
| Returns for 5 years | 52.20 | 20.67 | 253% |
| Returns for 10 years | 96.08 | N/A | - |