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NAESX vs SCUVX
NAESX vs SCUVX Comparison
Open Charts NAESX vs SCUVX
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
Hartford Schroders US Small Cap Opps A
Price$26.38
Change+$0.25 (+0.96%)
VolumeN/A
Net Assets191.74M
NAESX vs SCUVX Comparison Chart
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NAESX vs. SCUVX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. SCUVX (192M). NAESX pays higher dividends than SCUVX: NAESX (1.43) 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 (13.00). 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 : -0.09 vs. SCUVX (-7.41). NAESX return over 5 years is better than : 65.08 vs. SCUVX (31.11).
| NAESX | SCUVX | NAESX / SCUVX | |
| Total Expense Ratio | 0.17 | 1.35 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.40 | 12% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | -8.414 | -9.679 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 192M | 72,917% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | -0.09 | -7.41 | 1% |
| Returns for 3 years | 20.27 | 1.40 | 1,451% |
| Returns for 5 years | 65.08 | 31.11 | 209% |
| Returns for 10 years | 87.81 | 4.51 | 1,949% |
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