Interact to see
Advertisement
Advertisement
NAESX vs STSOX
NAESX vs STSOX Comparison
Open Charts NAESX vs STSOX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Sterling Capital SmCp Val C
Price$35.59
Change+$0.49 (+1.40%)
VolumeN/A
Net Assets176.12M
NAESX vs STSOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. STSOX commentary
Sep 07, 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: 161B vs. STSOX (176M). NAESX pays higher dividends than STSOX: NAESX (1.20) 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 : 13.62 vs. STSOX (-11.16). NAESX return over 5 years is better than : 66.60 vs. STSOX (-44.62).
| 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 | 6.494 | 9.105 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 176M | 91,477% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 13.62 | -11.16 | -122% |
| Returns for 3 years | 39.23 | -39.17 | -100% |
| Returns for 5 years | 66.60 | -44.62 | -149% |
| Returns for 10 years | 132.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement