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NAESX vs SCSIX
NAESX vs SCSIX Comparison
Open Charts NAESX vs SCSIX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Sterling Capital SmCp Val R6
Price$41.62
Change-$0.42 (-1.00%)
VolumeN/A
Net Assets170.64M
NAESX vs SCSIX Comparison Chart in %
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NAESX vs. SCSIX 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 SCSIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SCSIX (171M). NAESX pays higher dividends than SCSIX: NAESX (1.25) vs SCSIX (0.31). NAESX was incepted earlier than SCSIX: NAESX (65 years) vs SCSIX (6 years). SCSIX (1.06) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. SCSIX (2.87). NAESX has a lower initial minimum investment than SCSIX: NAESX (3000) vs SCSIX (10000000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. SCSIX (-10.31). NAESX return over 5 years is better than : 57.53 vs. SCSIX (-37.80).
| NAESX | SCSIX | NAESX / SCSIX | |
| Total Expense Ratio | 0.17 | 0.93 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 1.06 | 16% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | 2.494 | 6.092 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 171M | 90,058% |
| Annual Yield % from dividends | 1.25 | 0.31 | 399% |
| Returns for 1 year | 9.15 | -10.31 | -89% |
| Returns for 3 years | 20.39 | -39.04 | -52% |
| Returns for 5 years | 57.53 | -37.80 | -152% |
| Returns for 10 years | 112.59 | 276.43 | 41% |
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