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NAESX vs STSOX
NAESX vs STSOX Comparison
Open Charts NAESX vs STSOX
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
Sterling Capital SmCp Val C
Price$32.66
Change+$0.21 (+0.65%)
VolumeN/A
CapitalizationN/A
NAESX vs STSOX Comparison Chart
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NAESX vs. STSOX commentary
Dec 23, 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 Buy and STSOX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. STSOX (179M). NAESX pays higher dividends than STSOX: NAESX (1.31) vs STSOX (0.00). NAESX was incepted earlier than STSOX: NAESX (64 years) vs STSOX (9 years). NAESX is a more actively managed with annual turnover of: 12.00 vs. STSOX (0.77). 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 : 14.50 vs. STSOX (-10.25). NAESX return over 5 years is better than : 47.90 vs. STSOX (-57.42).
| NAESX | STSOX | NAESX / STSOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 9 years | - |
| Gain YTD | 14.022 | -10.765 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 179M | 93,296% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 14.50 | -10.25 | -141% |
| Returns for 3 years | 10.57 | -51.70 | -20% |
| Returns for 5 years | 47.90 | -57.42 | -83% |
| Returns for 10 years | 115.27 | N/A | - |
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