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NAESX vs STSOX
NAESX vs STSOX Comparison
Open Charts NAESX vs STSOX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
Sterling Capital SmCp Val C
Price$28.87
Change+$0.25 (+0.87%)
VolumeN/A
Net Assets144.66M
NAESX vs STSOX Comparison Chart
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NAESX vs. STSOX commentary
Apr 18, 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: 143B vs. STSOX (145M). NAESX pays higher dividends than STSOX: NAESX (1.39) 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: 12.00 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 : -2.42 vs. STSOX (-22.21). NAESX return over 5 years is better than : 66.71 vs. STSOX (-47.95).
| 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 | -14.464 | -12.262 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 145M | 98,621% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -2.42 | -22.21 | 11% |
| Returns for 3 years | 0.49 | -55.30 | -1% |
| Returns for 5 years | 66.71 | -47.95 | -139% |
| Returns for 10 years | 73.20 | N/A | - |
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