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NAESX vs NSCFX
NAESX vs NSCFX Comparison
Open Charts NAESX vs NSCFX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Nuveen Small-Cap Value Opps R6
Price$52.54
Change+$0.55 (+1.06%)
VolumeN/A
Net Assets243.4M
NAESX vs NSCFX Comparison Chart in %
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NAESX vs. NSCFX commentary
Jul 07, 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 StrongBuy and NSCFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NSCFX (243M). NAESX pays higher dividends than NSCFX: NAESX (1.28) vs NSCFX (1.14). NAESX was incepted earlier than NSCFX: NAESX (65 years) vs NSCFX (12 years). NSCFX (0.96) is less costly to investors than NAESX (0.17). NSCFX is a more actively managed with annual turnover of: 71.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than NSCFX: NAESX (3000) vs NSCFX (1000000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. NSCFX (-6.35). NAESX return over 5 years is better than : 69.32 vs. NSCFX (55.54).
| NAESX | NSCFX | NAESX / NSCFX | |
| Total Expense Ratio | 0.17 | 0.81 | 21% |
| Annual Report Gross Expense Ratio | 0.17 | 0.96 | 18% |
| Fund Existence | 65 years | 12 years | - |
| Gain YTD | 1.432 | 0.517 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 243M | 60,905% |
| Annual Yield % from dividends | 1.28 | 1.14 | 112% |
| Returns for 1 year | 12.22 | -6.35 | -192% |
| Returns for 3 years | 37.83 | 21.81 | 173% |
| Returns for 5 years | 69.32 | 55.54 | 125% |
| Returns for 10 years | 108.83 | 22.62 | 481% |