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NAESX vs STSOX
NAESX vs STSOX Comparison
Open Charts NAESX vs STSOX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Sterling Capital SmCp Val C
Price$32.03
Change-$0.42 (-1.29%)
VolumeN/A
Net Assets162.62M
NAESX vs STSOX Comparison Chart
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NAESX vs. STSOX commentary
Jun 15, 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 STSOX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. STSOX (163M). NAESX pays higher dividends than STSOX: NAESX (1.35) vs STSOX (0.00). NAESX was incepted earlier than STSOX: NAESX (65 years) vs STSOX (10 years). STSOX (2.06) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. STSOX (2.87). STSOX has a lower initial minimum investment than NAESX: STSOX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. STSOX (-14.97). NAESX return over 5 years is better than : 63.19 vs. STSOX (-46.97).
| NAESX | STSOX | NAESX / STSOX | |
| Total Expense Ratio | 0.17 | 2.06 | 8% |
| Annual Report Gross Expense Ratio | 0.17 | 2.06 | 8% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | -4.390 | -1.809 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 163M | 90,798% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | -14.97 | -35% |
| Returns for 3 years | 31.28 | -44.45 | -70% |
| Returns for 5 years | 63.19 | -46.97 | -135% |
| Returns for 10 years | 92.88 | N/A | - |
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