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NAESX vs VSCRX
NAESX vs VSCRX Comparison
Open Charts NAESX vs VSCRX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Virtus KAR Small-Cap Core R6
Price$57.64
Change-$4.35 (-7.02%)
VolumeN/A
CapitalizationN/A
NAESX vs VSCRX Comparison Chart
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NAESX vs. VSCRX commentary
Dec 19, 2024
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: 167B vs. VSCRX (2.38B). 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 : 19.54 vs. VSCRX (15.24). NAESX (53.79) and VSCRX (53.10) have equivalent 5 years return.
| 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 | 17.994 | 18.905 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 2.38B | 7,008% |
| Annual Yield % from dividends | 1.31 | 0.54 | 243% |
| Returns for 1 year | 19.54 | 15.24 | 128% |
| Returns for 3 years | 15.71 | 18.05 | 87% |
| Returns for 5 years | 53.79 | 53.10 | 101% |
| Returns for 10 years | 124.30 | 139.01 | 89% |
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