Interact to see
Advertisement
Advertisement
NAESX vs NSCRX
NAESX vs NSCRX Comparison
Open Charts NAESX vs NSCRX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Nuveen Small-Cap Value Opps I
Price$48.40
Change-$0.95 (-1.93%)
VolumeN/A
Net Assets232.54M
NAESX vs NSCRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NSCRX commentary
Jun 14, 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 NSCRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NSCRX (233M). NAESX pays higher dividends than NSCRX: NAESX (1.35) vs NSCRX (1.04). NAESX was incepted earlier than NSCRX: NAESX (65 years) vs NSCRX (21 years). NSCRX (1.10) is less costly to investors than NAESX (0.17). NSCRX is a more actively managed with annual turnover of: 71.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than NSCRX: NAESX (3000) vs NSCRX (100000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. NSCRX (-11.34). NAESX return over 5 years is better than : 63.19 vs. NSCRX (41.46).
| NAESX | NSCRX | NAESX / NSCRX | |
| Total Expense Ratio | 0.17 | 0.95 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 1.10 | 15% |
| Fund Existence | 65 years | 21 years | - |
| Gain YTD | -4.390 | -5.653 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 233M | 63,519% |
| Annual Yield % from dividends | 1.35 | 1.04 | 130% |
| Returns for 1 year | 5.19 | -11.34 | -46% |
| Returns for 3 years | 31.28 | 14.09 | 222% |
| Returns for 5 years | 63.19 | 41.46 | 152% |
| Returns for 10 years | 92.88 | 9.61 | 966% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement