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NAESX vs STSOX
NAESX vs STSOX Comparison
Open Charts NAESX vs STSOX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Sterling Capital SmCp Val C
Price$31.81
Change-$0.82 (-2.51%)
VolumeN/A
Net Assets167.04M
NAESX vs STSOX Comparison Chart
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NAESX vs. STSOX commentary
Feb 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: 161B vs. STSOX (167M). 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 : 14.23 vs. STSOX (-11.16). NAESX return over 5 years is better than : 48.20 vs. STSOX (-57.18).
| 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 | 2.371 | 0.031 | 7,732% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 167M | 96,407% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 14.23 | -11.16 | -127% |
| Returns for 3 years | 21.97 | -49.74 | -44% |
| Returns for 5 years | 48.20 | -57.18 | -84% |
| Returns for 10 years | 110.71 | N/A | - |
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