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NAESX vs STCEX
NAESX vs STCEX Comparison
Open Charts NAESX vs STCEX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Small-Cap Value Eq C
Price$5.90
Change-$0.06 (-1.01%)
VolumeN/A
CapitalizationN/A
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NAESX vs STCEX Comparison Chart
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NAESX vs. STCEX commentary
Sep 21, 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 STCEX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. STCEX (105M). STCEX pays higher dividends than NAESX: STCEX (4.15) vs NAESX (1.31). NAESX was incepted earlier than STCEX: NAESX (64 years) vs STCEX (27 years). STCEX is a more actively managed with annual turnover of: 94.00 vs. NAESX (12.00). 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 : 25.47 vs. STCEX (6.00). NAESX return over 5 years is better than : 53.25 vs. STCEX (-25.70).
| NAESX | STCEX | NAESX / STCEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 27 years | - |
| Gain YTD | 10.861 | 9.057 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 105M | 141,905% |
| Annual Yield % from dividends | 1.31 | 4.15 | 32% |
| Returns for 1 year | 25.47 | 6.00 | 424% |
| Returns for 3 years | 8.84 | -33.65 | -26% |
| Returns for 5 years | 53.25 | -25.70 | -207% |
| Returns for 10 years | 120.79 | -58.73 | -206% |