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NAESX vs SCURX
NAESX vs SCURX Comparison
Open Charts NAESX vs SCURX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
Hartford Schroders US Small Cap Opps SDR
Price$27.53
Change-$1.97 (-6.68%)
VolumeN/A
Net Assets202.6M
NAESX vs SCURX Comparison Chart
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NAESX vs. SCURX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SCURX (203M). NAESX pays higher dividends than SCURX: NAESX (1.39) 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 (12.00). 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 : 1.18 vs. SCURX (-3.09). NAESX return over 5 years is better than : 115.68 vs. SCURX (72.20).
| NAESX | SCURX | NAESX / SCURX | |
| Total Expense Ratio | 0.17 | 0.96 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 1.01 | 17% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | -5.833 | -5.901 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 203M | 75,369% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | 1.18 | -3.09 | -38% |
| Returns for 3 years | 6.44 | -3.85 | -168% |
| Returns for 5 years | 115.68 | 72.20 | 160% |
| Returns for 10 years | 90.61 | N/A | - |