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NAESX vs VSCRX
NAESX vs VSCRX Comparison
Open Charts NAESX vs VSCRX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Virtus KAR Small-Cap Core R6
Price$57.81
Change-$0.67 (-1.15%)
VolumeN/A
Net Assets2.17B
NAESX vs VSCRX Comparison Chart in %
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NAESX vs. VSCRX commentary
Aug 17, 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 Hold and VSCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. VSCRX (2.18B). NAESX pays higher dividends than VSCRX: NAESX (1.25) vs VSCRX (0.33). NAESX was incepted earlier than VSCRX: NAESX (65 years) vs VSCRX (11 years). VSCRX (0.92) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. VSCRX (5.00). 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 : 9.15 vs. VSCRX (2.30). NAESX return over 5 years is better than : 57.53 vs. VSCRX (34.51).
| NAESX | VSCRX | NAESX / VSCRX | |
| Total Expense Ratio | 0.17 | 0.92 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 0.92 | 18% |
| Fund Existence | 65 years | 11 years | - |
| Gain YTD | 2.494 | 1.066 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 2.18B | 7,080% |
| Annual Yield % from dividends | 1.25 | 0.33 | 378% |
| Returns for 1 year | 9.15 | 2.30 | 398% |
| Returns for 3 years | 20.39 | 23.27 | 88% |
| Returns for 5 years | 57.53 | 34.51 | 167% |
| Returns for 10 years | 112.59 | 143.83 | 78% |
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