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NAESX vs SCRSX
NAESX vs SCRSX Comparison
Open Charts NAESX vs SCRSX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Bernstein Small Cap Core SCB
Price$12.06
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets695.57M
NAESX vs SCRSX Comparison Chart in %
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NAESX vs. SCRSX 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 SCRSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SCRSX (696M). NAESX pays higher dividends than SCRSX: NAESX (1.25) 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 : 9.15 vs. SCRSX (-8.75). NAESX return over 5 years is better than : 57.53 vs. SCRSX (12.37).
| 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 | 2.494 | 1.005 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 696M | 22,126% |
| Annual Yield % from dividends | 1.25 | 0.20 | 639% |
| Returns for 1 year | 9.15 | -8.75 | -105% |
| Returns for 3 years | 20.39 | -11.40 | -179% |
| Returns for 5 years | 57.53 | 12.37 | 465% |
| Returns for 10 years | 112.59 | N/A | - |
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