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NAESX vs SCUVX
NAESX vs SCUVX Comparison
Open Charts NAESX vs SCUVX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Hartford Schroders US Small Cap Opps A
Price$26.44
Change-$0.44 (-1.64%)
VolumeN/A
Net Assets191.12M
NAESX vs SCUVX Comparison Chart
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NAESX vs. SCUVX commentary
Jun 15, 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 Buy and SCUVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SCUVX (191M). NAESX pays higher dividends than SCUVX: NAESX (1.35) 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 : 5.19 vs. SCUVX (-4.38). NAESX return over 5 years is better than : 63.19 vs. SCUVX (27.48).
| 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 | -4.390 | -8.607 | 51% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 191M | 77,487% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | -4.38 | -119% |
| Returns for 3 years | 31.28 | 6.18 | 506% |
| Returns for 5 years | 63.19 | 27.48 | 230% |
| Returns for 10 years | 92.88 | 2.56 | 3,632% |
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