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NAESX vs VSCRX
NAESX vs VSCRX Comparison
Open Charts NAESX vs VSCRX
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
Virtus KAR Small-Cap Core R6
Price$58.11
Change+$0.42 (+0.73%)
VolumeN/A
Net Assets2.26B
NAESX vs VSCRX Comparison Chart
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NAESX vs. VSCRX commentary
Jan 31, 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 StrongBuy and VSCRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. VSCRX (2.26B). NAESX pays higher dividends than VSCRX: NAESX (1.31) vs VSCRX (0.54). NAESX was incepted earlier than VSCRX: NAESX (64 years) vs VSCRX (10 years). NAESX is a more actively managed with annual turnover of: 12.00 vs. VSCRX (10.00). NAESX has a lower initial minimum investment than VSCRX: NAESX (3000) vs VSCRX (2500000). NAESX annual gain was more profitable for investors over the last year : 20.30 vs. VSCRX (12.51). NAESX return over 5 years is better than : 55.79 vs. VSCRX (43.70).
| NAESX | VSCRX | NAESX / VSCRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 10 years | - |
| Gain YTD | 3.621 | 0.857 | 423% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 2.26B | 6,858% |
| Annual Yield % from dividends | 1.31 | 0.54 | 243% |
| Returns for 1 year | 20.30 | 12.51 | 162% |
| Returns for 3 years | 20.81 | 29.91 | 70% |
| Returns for 5 years | 55.79 | 43.70 | 128% |
| Returns for 10 years | 124.23 | 134.59 | 92% |