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NAESX vs SCUVX
NAESX vs SCUVX Comparison
Open Charts NAESX vs SCUVX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Hartford Schroders US Small Cap Opps A
Price$27.96
Change-$0.11 (-0.39%)
VolumeN/A
Net Assets185.16M
NAESX vs SCUVX Comparison Chart in %
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NAESX vs. SCUVX commentary
Aug 18, 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 SCUVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SCUVX (185M). NAESX pays higher dividends than SCUVX: NAESX (1.25) 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: 50.00 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 : 9.15 vs. SCUVX (-3.42). NAESX return over 5 years is better than : 57.53 vs. SCUVX (18.07).
| 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 | 2.494 | -3.353 | -74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 185M | 83,243% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 9.15 | -3.42 | -267% |
| Returns for 3 years | 20.39 | 0.76 | 2,694% |
| Returns for 5 years | 57.53 | 18.07 | 318% |
| Returns for 10 years | 112.59 | 9.77 | 1,153% |
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