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NAESX vs STSOX
NAESX vs STSOX Comparison
Open Charts NAESX vs STSOX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
Sterling Capital SmCp Val C
Price$35.10
Change-$0.47 (-1.32%)
VolumeN/A
Net Assets173.04M
NAESX vs STSOX Comparison Chart in %
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NAESX vs. STSOX commentary
Nov 14, 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 STSOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. STSOX (173M). NAESX pays higher dividends than STSOX: NAESX (1.22) 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 : 1.42 vs. STSOX (-21.06). NAESX return over 5 years is better than : 48.22 vs. STSOX (-50.10).
| 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 | 6.726 | 9.044 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 173M | 93,642% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 1.42 | -21.06 | -7% |
| Returns for 3 years | 33.14 | -43.35 | -76% |
| Returns for 5 years | 48.22 | -50.10 | -96% |
| Returns for 10 years | 137.58 | N/A | - |
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