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NAESX vs NSCAX
NAESX vs NSCAX Comparison
Open Charts NAESX vs NSCAX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Nuveen Small-Cap Value Opps A
Price$49.99
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets257.36M
NAESX vs NSCAX Comparison Chart in %
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NAESX vs. NSCAX commentary
Oct 19, 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 NSCAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NSCAX (257M). NAESX pays higher dividends than NSCAX: NAESX (1.23) vs NSCAX (0.73). NAESX was incepted earlier than NSCAX: NAESX (65 years) vs NSCAX (21 years). NSCAX (1.35) is less costly to investors than NAESX (0.17). NSCAX is a more actively managed with annual turnover of: 96.00 vs. NAESX (13.00). NSCAX has a lower initial minimum investment than NAESX: NSCAX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 4.92 vs. NSCAX (-17.21). NAESX return over 5 years is better than : 55.28 vs. NSCAX (38.93).
| NAESX | NSCAX | NAESX / NSCAX | |
| Total Expense Ratio | 0.17 | 1.20 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.35 | 13% |
| Fund Existence | 65 years | 21 years | - |
| Gain YTD | 5.577 | 3.093 | 180% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 257M | 63,035% |
| Annual Yield % from dividends | 1.23 | 0.73 | 167% |
| Returns for 1 year | 4.92 | -17.21 | -29% |
| Returns for 3 years | 41.91 | 16.07 | 261% |
| Returns for 5 years | 55.28 | 38.93 | 142% |
| Returns for 10 years | 130.16 | 23.05 | 565% |
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