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NAESX vs VSCRX
NAESX vs VSCRX Comparison
Open Charts NAESX vs VSCRX
Vanguard Small Cap Index I
Price$106.66
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
Virtus KAR Small-Cap Core R6
Price$55.27
Change-$0.63 (-1.13%)
VolumeN/A
Net Assets2.18B
NAESX vs VSCRX Comparison Chart
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NAESX vs. VSCRX commentary
Mar 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 Hold and VSCRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. VSCRX (2.18B). NAESX pays higher dividends than VSCRX: NAESX (1.20) vs VSCRX (0.33). NAESX was incepted earlier than VSCRX: NAESX (64 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). NAESX annual gain was more profitable for investors over the last year : 2.79 vs. VSCRX (1.50). NAESX return over 5 years is better than : 81.36 vs. VSCRX (62.13).
| NAESX | VSCRX | NAESX / VSCRX | |
| Total Expense Ratio | 0.17 | 0.92 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 0.92 | 18% |
| Fund Existence | 64 years | 10 years | - |
| Gain YTD | -4.959 | -2.273 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 2.18B | 7,028% |
| Annual Yield % from dividends | 1.20 | 0.33 | 359% |
| Returns for 1 year | 2.79 | 1.50 | 186% |
| Returns for 3 years | 14.28 | 31.53 | 45% |
| Returns for 5 years | 81.36 | 62.13 | 131% |
| Returns for 10 years | 97.53 | 119.43 | 82% |
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