Interact to see
Advertisement
Advertisement
NAESX vs STCEX
NAESX vs STCEX Comparison
Open Charts NAESX vs STCEX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Virtus Ceredex Small-Cap Value Eq C
Price$4.75
Change-$0.06 (-1.25%)
VolumeN/A
Net Assets94.36M
NAESX vs STCEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. STCEX 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 STCEX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. STCEX (94.4M). NAESX pays higher dividends than STCEX: NAESX (1.25) vs STCEX (1.10). 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 : 9.15 vs. STCEX (-16.41). NAESX return over 5 years is better than : 57.53 vs. STCEX (-23.92).
| 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 | 2.494 | -3.455 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 94.4M | 163,136% |
| Annual Yield % from dividends | 1.25 | 1.10 | 114% |
| Returns for 1 year | 9.15 | -16.41 | -56% |
| Returns for 3 years | 20.39 | -31.92 | -64% |
| Returns for 5 years | 57.53 | -23.92 | -241% |
| Returns for 10 years | 112.59 | -63.73 | -177% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement