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NAESX vs SCUVX
NAESX vs SCUVX Comparison
Open Charts NAESX vs SCUVX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Hartford Schroders US Small Cap Opps A
Price$29.67
Change+$0.24 (+0.82%)
VolumeN/A
Net Assets228.31M
NAESX vs SCUVX Comparison Chart
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NAESX vs. SCUVX commentary
Jan 19, 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 Hold and SCUVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SCUVX (228M). 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 : 21.23 vs. SCUVX (11.75). NAESX return over 5 years is better than : 48.81 vs. SCUVX (11.67).
| 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 | 3.370 | 2.558 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 228M | 67,982% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 21.23 | 11.75 | 181% |
| Returns for 3 years | 17.16 | 0.64 | 2,662% |
| Returns for 5 years | 48.81 | 11.67 | 418% |
| Returns for 10 years | 126.44 | 25.10 | 504% |