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NAESX vs SCUIX
NAESX vs SCUIX Comparison
Open Charts NAESX vs SCUIX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Hartford Schroders US Small Cap Opps I
Price$30.31
Change+$0.20 (+0.66%)
VolumeN/A
Net Assets201.83M
NAESX vs SCUIX Comparison Chart in %
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NAESX vs. SCUIX commentary
Jul 06, 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 SCUIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SCUIX (202M). NAESX pays higher dividends than SCUIX: NAESX (1.28) vs SCUIX (0.00). NAESX was incepted earlier than SCUIX: NAESX (65 years) vs SCUIX (32 years). SCUIX (1.10) is less costly to investors than NAESX (0.17). SCUIX is a more actively managed with annual turnover of: 42.00 vs. NAESX (13.00). SCUIX has a lower initial minimum investment than NAESX: SCUIX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. SCUIX (1.27). NAESX return over 5 years is better than : 69.32 vs. SCUIX (35.36).
| NAESX | SCUIX | NAESX / SCUIX | |
| Total Expense Ratio | 0.17 | 1.10 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.10 | 15% |
| Fund Existence | 65 years | 32 years | - |
| Gain YTD | 1.432 | -2.728 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 202M | 73,267% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.22 | 1.27 | 963% |
| Returns for 3 years | 37.83 | 13.83 | 274% |
| Returns for 5 years | 69.32 | 35.36 | 196% |
| Returns for 10 years | 108.83 | 17.31 | 629% |