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NAESX vs SCRSX
NAESX vs SCRSX Comparison
Open Charts NAESX vs SCRSX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Bernstein Small Cap Core SCB
Price$12.05
Change+$0.09 (+0.75%)
VolumeN/A
Net Assets697.12M
NAESX vs SCRSX Comparison Chart in %
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NAESX vs. SCRSX commentary
Jul 28, 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 SCRSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SCRSX (697M). NAESX pays higher dividends than SCRSX: NAESX (1.28) vs SCRSX (0.20). NAESX was incepted earlier than SCRSX: NAESX (65 years) vs SCRSX (10 years). SCRSX (1.15) is less costly to investors than NAESX (0.17). SCRSX is a more actively managed with annual turnover of: 63.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SCRSX: NAESX (3000) vs SCRSX (5000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. SCRSX (-11.63). NAESX return over 5 years is better than : 66.66 vs. SCRSX (19.90).
| NAESX | SCRSX | NAESX / SCRSX | |
| Total Expense Ratio | 0.17 | 1.15 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.15 | 15% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | 2.781 | 0.921 | 302% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 697M | 21,951% |
| Annual Yield % from dividends | 1.28 | 0.20 | 646% |
| Returns for 1 year | 8.46 | -11.63 | -73% |
| Returns for 3 years | 34.15 | -3.29 | -1,037% |
| Returns for 5 years | 66.66 | 19.90 | 335% |
| Returns for 10 years | 114.71 | N/A | - |