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NAESX vs SCUVX
NAESX vs SCUVX Comparison
Open Charts NAESX vs SCUVX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Hartford Schroders US Small Cap Opps A
Price$31.36
Change-$0.32 (-1.01%)
VolumeN/A
CapitalizationN/A
NAESX vs SCUVX Comparison Chart
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NAESX vs. SCUVX commentary
Nov 18, 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 StrongBuy and SCUVX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. SCUVX (273M). 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 : 30.24 vs. SCUVX (28.31). NAESX return over 5 years is better than : 55.43 vs. SCUVX (19.14).
| 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 | 15.758 | 14.202 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 273M | 55,311% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 30.24 | 28.31 | 107% |
| Returns for 3 years | 4.66 | -10.76 | -43% |
| Returns for 5 years | 55.43 | 19.14 | 290% |
| Returns for 10 years | 122.58 | 17.33 | 707% |
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