Ad is loading...
NAESX vs STSOX
NAESX vs STSOX Comparison
Open Charts NAESX vs STSOX
Vanguard Small Cap Index I
Price$120.41
Change-$0.59 (-0.49%)
VolumeN/A
Net Assets155.27B
Sterling Capital SmCp Val C
Price$34.30
Change-$0.28 (-0.81%)
VolumeN/A
Net Assets187.02M
NAESX vs STSOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. STSOX commentary
Jan 23, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. STSOX (187M). 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 : 20.12 vs. STSOX (-4.85). NAESX return over 5 years is better than : 53.16 vs. STSOX (-55.32).
| 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 | 4.568 | 5.150 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 187M | 82,888% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 20.12 | -4.85 | -414% |
| Returns for 3 years | 24.44 | -47.29 | -52% |
| Returns for 5 years | 53.16 | -55.32 | -96% |
| Returns for 10 years | 124.93 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...