Interact to see
Advertisement
Advertisement
NAESX vs SCETX
NAESX vs SCETX Comparison
Open Charts NAESX vs SCETX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Virtus Ceredex Small-Cap Value Eq I
Price$7.39
Change-$0.10 (-1.34%)
VolumeN/A
Net Assets94.36M
NAESX vs SCETX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SCETX commentary
Aug 18, 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 SCETX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SCETX (94.4M). NAESX pays higher dividends than SCETX: NAESX (1.25) vs SCETX (0.95). NAESX was incepted earlier than SCETX: NAESX (65 years) vs SCETX (29 years). SCETX (1.19) is less costly to investors than NAESX (0.17). SCETX is a more actively managed with annual turnover of: 79.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SCETX: NAESX (3000) vs SCETX (100000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. SCETX (-11.36). NAESX return over 5 years is better than : 57.53 vs. SCETX (-4.48).
| NAESX | SCETX | NAESX / SCETX | |
| Total Expense Ratio | 0.17 | 0.82 | 21% |
| Annual Report Gross Expense Ratio | 0.17 | 1.19 | 14% |
| Fund Existence | 65 years | 29 years | - |
| Gain YTD | 2.494 | -2.891 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 94.4M | 163,136% |
| Annual Yield % from dividends | 1.25 | 0.95 | 132% |
| Returns for 1 year | 9.15 | -11.36 | -81% |
| Returns for 3 years | 20.39 | -19.66 | -104% |
| Returns for 5 years | 57.53 | -4.48 | -1,283% |
| Returns for 10 years | 112.59 | -48.50 | -232% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement