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NAESX vs STSOX
NAESX vs STSOX Comparison
Open Charts NAESX vs STSOX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Sterling Capital SmCp Val C
Price$41.66
Change-$0.49 (-1.16%)
VolumeN/A
CapitalizationN/A
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NAESX vs STSOX Comparison Chart
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NAESX vs. STSOX commentary
Sep 21, 2024
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 StrongBuy and STSOX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. STSOX (206M). 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 : 25.47 vs. STSOX (-13.19). NAESX return over 5 years is better than : 53.25 vs. STSOX (-45.15).
| 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 | 10.861 | 13.825 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 206M | 72,330% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 25.47 | -13.19 | -193% |
| Returns for 3 years | 8.84 | -46.39 | -19% |
| Returns for 5 years | 53.25 | -45.15 | -118% |
| Returns for 10 years | 120.79 | N/A | - |