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NAESX vs SCUIX
NAESX vs SCUIX Comparison
Open Charts NAESX vs SCUIX
Vanguard Small Cap Index I
Price$121.66
Change-$0.93 (-0.76%)
VolumeN/A
Net Assets161.26B
Hartford Schroders US Small Cap Opps I
Price$31.15
Change-$0.28 (-0.89%)
VolumeN/A
Net Assets189.29M
NAESX vs SCUIX Comparison Chart in %
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NAESX vs. SCUIX commentary
Sep 10, 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 SCUIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SCUIX (189M). NAESX pays higher dividends than SCUIX: NAESX (1.20) 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 : 15.53 vs. SCUIX (2.61). NAESX return over 5 years is better than : 68.06 vs. SCUIX (29.77).
| 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 | 6.625 | 0.866 | 765% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 189M | 85,185% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 15.53 | 2.61 | 595% |
| Returns for 3 years | 32.39 | 13.85 | 234% |
| Returns for 5 years | 68.06 | 29.77 | 229% |
| Returns for 10 years | 133.63 | 27.95 | 478% |
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