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NAESX vs STSOX
NAESX vs STSOX Comparison
Open Charts NAESX vs STSOX
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
Sterling Capital SmCp Val C
Price$31.35
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets160.25M
NAESX vs STSOX Comparison Chart
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NAESX vs. STSOX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. STSOX (160M). NAESX pays higher dividends than STSOX: NAESX (1.43) vs STSOX (0.00). NAESX was incepted earlier than STSOX: NAESX (65 years) vs STSOX (9 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 : 0.34 vs. STSOX (-19.76). NAESX return over 5 years is better than : 67.63 vs. STSOX (-45.82).
| 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 | 9 years | - |
| Gain YTD | -6.997 | -3.893 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 160M | 87,500% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 0.34 | -19.76 | -2% |
| Returns for 3 years | 22.70 | -46.99 | -48% |
| Returns for 5 years | 67.63 | -45.82 | -148% |
| Returns for 10 years | 91.04 | N/A | - |