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NAESX vs STCEX
NAESX vs STCEX Comparison
Open Charts NAESX vs STCEX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Virtus Ceredex Small-Cap Value Eq C
Price$4.92
Change+$0.02 (+0.41%)
VolumeN/A
Net Assets97.1M
NAESX vs STCEX Comparison Chart in %
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NAESX vs. STCEX 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 STCEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. STCEX (97.1M). NAESX pays higher dividends than STCEX: NAESX (1.20) vs STCEX (1.05). NAESX was incepted earlier than STCEX: NAESX (65 years) vs STCEX (28 years). STCEX (2.14) is less costly to investors than NAESX (0.17). STCEX is a more actively managed with annual turnover of: 79.00 vs. NAESX (13.00). STCEX has a lower initial minimum investment than NAESX: STCEX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. STCEX (-13.27). NAESX return over 5 years is better than : 66.60 vs. STCEX (-19.51).
| NAESX | STCEX | NAESX / STCEX | |
| Total Expense Ratio | 0.17 | 1.81 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 2.14 | 8% |
| Fund Existence | 65 years | 28 years | - |
| Gain YTD | 6.494 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 97.1M | 165,808% |
| Annual Yield % from dividends | 1.20 | 1.05 | 114% |
| Returns for 1 year | 13.62 | -13.27 | -103% |
| Returns for 3 years | 39.23 | -21.94 | -179% |
| Returns for 5 years | 66.60 | -19.51 | -341% |
| Returns for 10 years | 132.36 | -60.41 | -219% |
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