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NAESX vs STCEX
NAESX vs STCEX Comparison
Open Charts NAESX vs STCEX
Vanguard Small Cap Index I
Price$117.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets154.18B
Virtus Ceredex Small-Cap Value Eq C
Price$4.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets94.7M
NAESX vs STCEX Comparison Chart in %
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NAESX vs. STCEX commentary
Aug 23, 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 STCEX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. STCEX (94.7M). NAESX pays higher dividends than STCEX: NAESX (1.25) vs STCEX (1.10). NAESX was incepted earlier than STCEX: NAESX (65 years) vs STCEX (28 years). STCEX (2.14) is less costly to investors than NAESX (0.17). STCEX is a more actively managed with annual turnover of: 79.00 vs. NAESX (13.00). STCEX has a lower initial minimum investment than NAESX: STCEX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 7.17 vs. STCEX (-17.27). NAESX return over 5 years is better than : 59.12 vs. STCEX (-22.05).
| NAESX | STCEX | NAESX / STCEX | |
| Total Expense Ratio | 0.17 | 1.81 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 2.14 | 8% |
| Fund Existence | 65 years | 28 years | - |
| Gain YTD | 2.111 | -3.455 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 94.7M | 162,619% |
| Annual Yield % from dividends | 1.25 | 1.10 | 114% |
| Returns for 1 year | 7.17 | -17.27 | -42% |
| Returns for 3 years | 26.14 | -29.07 | -90% |
| Returns for 5 years | 59.12 | -22.05 | -268% |
| Returns for 10 years | 132.44 | -60.84 | -218% |
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