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NAESX vs STSOX
NAESX vs STSOX Comparison
Open Charts NAESX vs STSOX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Sterling Capital SmCp Val C
Price$34.37
Change-$0.35 (-1.01%)
VolumeN/A
Net Assets170.64M
NAESX vs STSOX Comparison Chart in %
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NAESX vs. STSOX commentary
Aug 17, 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 STSOX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. STSOX (171M). NAESX pays higher dividends than STSOX: NAESX (1.25) vs STSOX (0.00). NAESX was incepted earlier than STSOX: NAESX (65 years) vs STSOX (10 years). STSOX (2.06) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. STSOX (2.87). STSOX has a lower initial minimum investment than NAESX: STSOX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. STSOX (-14.46). NAESX return over 5 years is better than : 57.53 vs. STSOX (-47.88).
| NAESX | STSOX | NAESX / STSOX | |
| Total Expense Ratio | 0.17 | 2.06 | 8% |
| Annual Report Gross Expense Ratio | 0.17 | 2.06 | 8% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | 2.494 | 5.365 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 171M | 90,058% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 9.15 | -14.46 | -63% |
| Returns for 3 years | 20.39 | -46.71 | -44% |
| Returns for 5 years | 57.53 | -47.88 | -120% |
| Returns for 10 years | 112.59 | N/A | - |
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