Interact to see
Advertisement
Advertisement
NAESX vs STCEX
NAESX vs STCEX Comparison
Open Charts NAESX vs STCEX
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
Virtus Ceredex Small-Cap Value Eq C
Price$4.86
Change+$0.05 (+1.04%)
VolumeN/A
Net Assets94.74M
NAESX vs STCEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. STCEX commentary
Sep 29, 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 STCEX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. STCEX (94.7M). 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 : 8.00 vs. STCEX (-16.65). NAESX return over 5 years is better than : 71.48 vs. STCEX (-16.67).
| 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 | 6.199 | -1.220 | -508% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 94.7M | 170,011% |
| Annual Yield % from dividends | 1.20 | 1.05 | 114% |
| Returns for 1 year | 8.00 | -16.65 | -48% |
| Returns for 3 years | 50.66 | -17.11 | -296% |
| Returns for 5 years | 71.48 | -16.67 | -429% |
| Returns for 10 years | 148.14 | -58.95 | -251% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement