Ad is loading...
NAESX vs SCUVX
NAESX vs SCUVX Comparison
Open Charts NAESX vs SCUVX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
Hartford Schroders US Small Cap Opps A
Price$24.85
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets183.02M
NAESX vs SCUVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SCUVX commentary
Apr 18, 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 SCUVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SCUVX (183M). NAESX pays higher dividends than SCUVX: NAESX (1.39) vs SCUVX (0.00). NAESX was incepted earlier than SCUVX: NAESX (65 years) vs SCUVX (19 years). SCUVX (1.40) is less costly to investors than NAESX (0.17). SCUVX is a more actively managed with annual turnover of: 42.00 vs. NAESX (12.00). SCUVX has a lower initial minimum investment than NAESX: SCUVX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -2.42 vs. SCUVX (-7.86). NAESX return over 5 years is better than : 66.71 vs. SCUVX (33.05).
| NAESX | SCUVX | NAESX / SCUVX | |
| Total Expense Ratio | 0.17 | 1.36 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.40 | 12% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | -14.464 | -14.552 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 183M | 78,142% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -2.42 | -7.86 | 31% |
| Returns for 3 years | 0.49 | -11.14 | -4% |
| Returns for 5 years | 66.71 | 33.05 | 202% |
| Returns for 10 years | 73.20 | -3.18 | -2,303% |
View a ticker or compare two or three
VS
VS
Ad is loading...