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NAESX vs STSOX
NAESX vs STSOX Comparison
Open Charts NAESX vs STSOX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Sterling Capital SmCp Val C
Price$34.33
Change+$0.23 (+0.67%)
VolumeN/A
Net Assets172.23M
NAESX vs STSOX Comparison Chart in %
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NAESX vs. STSOX commentary
Jul 27, 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: 153B vs. STSOX (172M). NAESX pays higher dividends than STSOX: NAESX (1.28) 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 : 8.46 vs. STSOX (-15.40). NAESX return over 5 years is better than : 66.66 vs. STSOX (-44.90).
| 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 | 2.781 | 5.242 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 172M | 88,953% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 8.46 | -15.40 | -55% |
| Returns for 3 years | 34.15 | -42.04 | -81% |
| Returns for 5 years | 66.66 | -44.90 | -148% |
| Returns for 10 years | 114.71 | N/A | - |
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