Interact to see
Advertisement
Advertisement
NAESX vs SCUVX
NAESX vs SCUVX Comparison
Open Charts NAESX vs SCUVX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Hartford Schroders US Small Cap Opps A
Price$28.12
Change+$0.20 (+0.72%)
VolumeN/A
Net Assets201.83M
NAESX vs SCUVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SCUVX 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 SCUVX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SCUVX (202M). NAESX pays higher dividends than SCUVX: NAESX (1.28) vs SCUVX (0.00). NAESX was incepted earlier than SCUVX: NAESX (65 years) vs SCUVX (19 years). SCUVX (1.40) is less costly to investors than NAESX (0.17). SCUVX is a more actively managed with annual turnover of: 42.00 vs. NAESX (13.00). SCUVX has a lower initial minimum investment than NAESX: SCUVX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. SCUVX (0.61). NAESX return over 5 years is better than : 69.32 vs. SCUVX (32.14).
| NAESX | SCUVX | NAESX / SCUVX | |
| Total Expense Ratio | 0.17 | 1.35 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.40 | 12% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | 1.432 | -2.800 | -51% |
| Front Load | N/A | 6% | - |
| 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 | 0.61 | 2,010% |
| Returns for 3 years | 37.83 | 12.44 | 304% |
| Returns for 5 years | 69.32 | 32.14 | 216% |
| Returns for 10 years | 108.83 | 11.22 | 970% |