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NAESX vs SCUVX
NAESX vs SCUVX Comparison
Open Charts NAESX vs SCUVX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Hartford Schroders US Small Cap Opps A
Price$29.29
Change+$0.10 (+0.34%)
VolumeN/A
Net Assets192.19M
NAESX vs SCUVX Comparison Chart in %
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NAESX vs. SCUVX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SCUVX (192M). NAESX pays higher dividends than SCUVX: NAESX (1.20) 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 : 13.62 vs. SCUVX (0.62). NAESX return over 5 years is better than : 66.60 vs. SCUVX (26.58).
| 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 | 6.494 | 1.244 | 522% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 192M | 83,854% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 13.62 | 0.62 | 2,202% |
| Returns for 3 years | 39.23 | 18.01 | 218% |
| Returns for 5 years | 66.60 | 26.58 | 251% |
| Returns for 10 years | 132.36 | 21.25 | 623% |
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