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NAESX vs STSCX
NAESX vs STSCX Comparison
Open Charts NAESX vs STSCX
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
Sterling Capital SmCp Val Instl
Price$42.71
Change-$0.52 (-1.20%)
VolumeN/A
Net Assets176.11M
NAESX vs STSCX Comparison Chart in %
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NAESX vs. STSCX 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 STSCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. STSCX (176M). NAESX pays higher dividends than STSCX: NAESX (1.23) vs STSCX (0.20). NAESX was incepted earlier than STSCX: NAESX (65 years) vs STSCX (33 years). STSCX (1.06) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. STSCX (2.87). NAESX has a lower initial minimum investment than STSCX: NAESX (3000) vs STSCX (1000000). NAESX annual gain was more profitable for investors over the last year : 10.42 vs. STSCX (-10.03). NAESX return over 5 years is better than : 58.94 vs. STSCX (-35.87).
| NAESX | STSCX | NAESX / STSCX | |
| Total Expense Ratio | 0.17 | 1.06 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.06 | 16% |
| Fund Existence | 65 years | 33 years | - |
| Gain YTD | 7.684 | 10.789 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 176M | 92,045% |
| Annual Yield % from dividends | 1.23 | 0.20 | 600% |
| Returns for 1 year | 10.42 | -10.03 | -104% |
| Returns for 3 years | 48.54 | -26.91 | -180% |
| Returns for 5 years | 58.94 | -35.87 | -164% |
| Returns for 10 years | 133.72 | -37.66 | -355% |
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