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NAESX vs SCUIX
NAESX vs SCUIX Comparison
Open Charts NAESX vs SCUIX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Hartford Schroders US Small Cap Opps I
Price$30.33
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets200.33M
NAESX vs SCUIX Comparison Chart in %
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NAESX vs. SCUIX commentary
Jul 27, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SCUIX (200M). 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: 50.00 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 : 8.46 vs. SCUIX (-4.80). NAESX return over 5 years is better than : 66.66 vs. SCUIX (30.78).
| 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 | 2.781 | -2.664 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 200M | 76,500% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 8.46 | -4.80 | -176% |
| Returns for 3 years | 34.15 | 10.38 | 329% |
| Returns for 5 years | 66.66 | 30.78 | 217% |
| Returns for 10 years | 114.71 | 18.29 | 627% |
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