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NAESX vs USCAX
NAESX vs USCAX Comparison
Open Charts NAESX vs USCAX
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
Victory Small Cap Stock
Price$12.10
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets744.26M
NAESX vs USCAX Comparison Chart
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NAESX vs. USCAX 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 USCAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. USCAX (744M). NAESX pays higher dividends than USCAX: NAESX (1.43) vs USCAX (1.05). NAESX was incepted earlier than USCAX: NAESX (65 years) vs USCAX (26 years). USCAX (1.02) is less costly to investors than NAESX (0.17). USCAX is a more actively managed with annual turnover of: 62.00 vs. NAESX (13.00). NAESX (3000) and USCAX (3000) have matching initial minimum investment requirements. NAESX annual gain was more profitable for investors over the last year : 0.34 vs. USCAX (-9.94). NAESX return over 5 years is better than : 67.63 vs. USCAX (-6.39).
| NAESX | USCAX | NAESX / USCAX | |
| Total Expense Ratio | 0.17 | 1.02 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.02 | 17% |
| Fund Existence | 65 years | 26 years | - |
| Gain YTD | -6.997 | -8.472 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 744M | 18,817% |
| Annual Yield % from dividends | 1.43 | 1.05 | 136% |
| Returns for 1 year | 0.34 | -9.94 | -3% |
| Returns for 3 years | 22.70 | 3.86 | 587% |
| Returns for 5 years | 67.63 | -6.39 | -1,058% |
| Returns for 10 years | 91.04 | -31.12 | -293% |