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NAESX vs STSOX
NAESX vs STSOX Comparison
Open Charts NAESX vs STSOX
Vanguard Small Cap Index I
Price$130.85
Change+$0.30 (+0.23%)
VolumeN/A
Net Assets162.31B
Sterling Capital SmCp Val C
Price$30.74
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets173.9M
NAESX vs STSOX Comparison Chart in %
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NAESX vs. STSOX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. STSOX (174M). NAESX pays higher dividends than STSOX: NAESX (1.22) vs STSOX (0.19). 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 : 12.98 vs. STSOX (-7.11). NAESX return over 5 years is better than : 34.90 vs. STSOX (-56.49).
| 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 | 5.883 | 6.404 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 174M | 93,103% |
| Annual Yield % from dividends | 1.22 | 0.19 | 640% |
| Returns for 1 year | 12.98 | -7.11 | -183% |
| Returns for 3 years | 40.70 | -36.19 | -112% |
| Returns for 5 years | 34.90 | -56.49 | -62% |
| Returns for 10 years | 185.16 | -51.29 | -361% |
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