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NAESX vs NSCRX
NAESX vs NSCRX Comparison
Open Charts NAESX vs NSCRX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Nuveen Small-Cap Value Opps I
Price$53.85
Change+$0.10 (+0.19%)
VolumeN/A
Net Assets259.22M
NAESX vs NSCRX Comparison Chart in %
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NAESX vs. NSCRX commentary
Sep 08, 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 NSCRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. NSCRX (259M). NAESX pays higher dividends than NSCRX: NAESX (1.20) vs NSCRX (0.95). 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 : 13.62 vs. NSCRX (-9.53). NAESX return over 5 years is better than : 66.60 vs. NSCRX (47.94).
| 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 | 6.494 | 4.971 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 259M | 62,162% |
| Annual Yield % from dividends | 1.20 | 0.95 | 126% |
| Returns for 1 year | 13.62 | -9.53 | -143% |
| Returns for 3 years | 39.23 | 22.60 | 174% |
| Returns for 5 years | 66.60 | 47.94 | 139% |
| Returns for 10 years | 132.36 | 36.40 | 364% |
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