Interact to see
Advertisement
Advertisement
NAESX vs SCUVX
NAESX vs SCUVX Comparison
Open Charts NAESX vs SCUVX
Vanguard Small Cap Index I
Price$115.32
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
Hartford Schroders US Small Cap Opps A
Price$27.70
Change+$0.18 (+0.65%)
VolumeN/A
Net Assets196.57M
NAESX vs SCUVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SCUVX commentary
Jul 17, 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: 153B vs. SCUVX (197M). NAESX pays higher dividends than SCUVX: NAESX (1.28) 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: 50.00 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 : 2.40 vs. SCUVX (-9.68). NAESX return over 5 years is better than : 61.97 vs. SCUVX (25.72).
| 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 | -0.351 | -4.874 | 7% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 197M | 77,665% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 2.40 | -9.68 | -25% |
| Returns for 3 years | 34.84 | 10.92 | 319% |
| Returns for 5 years | 61.97 | 25.72 | 241% |
| Returns for 10 years | 103.02 | 7.62 | 1,352% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement