NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
STSOX
Price
$33.79
Change
+$0.24 (+0.72%)
Updated
Jul 3 closing price
Net Assets
170.49M
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NAESX vs STSOX

Header iconNAESX vs STSOX Comparison
Open Charts NAESX vs STSOXBanner chart's image
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Sterling Capital SmCp Val C
Price$33.79
Change+$0.24 (+0.72%)
VolumeN/A
Net Assets170.49M
NAESX vs STSOX Comparison Chart in %
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NAESX vs. STSOX commentary
Jul 06, 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 STSOX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. STSOX (170M). NAESX pays higher dividends than STSOX: NAESX (1.28) 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 : 12.22 vs. STSOX (-11.22). NAESX return over 5 years is better than : 69.32 vs. STSOX (-43.78).
NAESXSTSOXNAESX / STSOX
Total Expense Ratio0.172.068%
Annual Report Gross Expense Ratio0.172.068%
Fund Existence65 years10 years-
Gain YTD1.4323.58740%
Front LoadN/AN/A-
Min. Initial Investment30001000300%
Min. Initial Investment IRAN/AN/A-
Net Assets148B170M87,059%
Annual Yield % from dividends1.280.00-
Returns for 1 year12.22-11.22-109%
Returns for 3 years37.83-40.92-92%
Returns for 5 years69.32-43.78-158%
Returns for 10 years108.83N/A-
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