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NAESX vs VSCRX
NAESX vs VSCRX Comparison
Open Charts NAESX vs VSCRX
Vanguard Small Cap Index I
Price$103.01
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets143.36B
Virtus KAR Small-Cap Core R6
Price$52.53
Change-$0.38 (-0.72%)
VolumeN/A
Net Assets2.01B
NAESX vs VSCRX Comparison Chart
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NAESX vs. VSCRX commentary
Apr 28, 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 VSCRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. VSCRX (2.01B). NAESX pays higher dividends than VSCRX: NAESX (1.39) vs VSCRX (0.35). NAESX was incepted earlier than VSCRX: NAESX (65 years) vs VSCRX (10 years). VSCRX (0.92) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 12.00 vs. VSCRX (5.00). NAESX has a lower initial minimum investment than VSCRX: NAESX (3000) vs VSCRX (2500000). VSCRX annual gain was more profitable for investors over the last year : 0.64 vs. NAESX (0.19). NAESX return over 5 years is better than : 75.06 vs. VSCRX (52.35).
| 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 | 10 years | - |
| Gain YTD | -10.465 | -8.164 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.01B | 7,100% |
| Annual Yield % from dividends | 1.39 | 0.35 | 400% |
| Returns for 1 year | 0.19 | 0.64 | 30% |
| Returns for 3 years | 10.16 | 24.93 | 41% |
| Returns for 5 years | 75.06 | 52.35 | 143% |
| Returns for 10 years | 81.51 | 98.92 | 82% |
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