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NAESX vs SCUVX
NAESX vs SCUVX Comparison
Open Charts NAESX vs SCUVX
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
Hartford Schroders US Small Cap Opps A
Price$28.91
Change-$0.29 (-0.99%)
VolumeN/A
Net Assets181.52M
NAESX vs SCUVX Comparison Chart in %
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NAESX vs. SCUVX commentary
Oct 08, 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: 162B vs. SCUVX (182M). NAESX pays higher dividends than SCUVX: NAESX (1.23) 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 : 10.42 vs. SCUVX (-1.25). NAESX return over 5 years is better than : 58.94 vs. SCUVX (22.02).
| 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 | 7.684 | 0.933 | 823% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 182M | 89,011% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 10.42 | -1.25 | -833% |
| Returns for 3 years | 48.54 | 21.41 | 227% |
| Returns for 5 years | 58.94 | 22.02 | 268% |
| Returns for 10 years | 133.72 | 20.14 | 664% |
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