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NAESX vs SCUVX
NAESX vs SCUVX Comparison
Open Charts NAESX vs SCUVX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Hartford Schroders US Small Cap Opps A
Price$28.89
Change-$1.16 (-3.86%)
VolumeN/A
CapitalizationN/A
NAESX vs SCUVX Comparison Chart
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NAESX vs. SCUVX commentary
Dec 19, 2024
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 Hold and SCUVX is a StrongSell.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. SCUVX (234M). NAESX pays higher dividends than SCUVX: NAESX (1.31) vs SCUVX (0.00). NAESX was incepted earlier than SCUVX: NAESX (64 years) vs SCUVX (19 years). 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 : 19.54 vs. SCUVX (11.30). NAESX return over 5 years is better than : 53.79 vs. SCUVX (15.70).
| NAESX | SCUVX | NAESX / SCUVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 19 years | - |
| Gain YTD | 17.994 | 9.432 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 234M | 71,368% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 19.54 | 11.30 | 173% |
| Returns for 3 years | 15.71 | 1.97 | 798% |
| Returns for 5 years | 53.79 | 15.70 | 343% |
| Returns for 10 years | 124.30 | 24.24 | 513% |