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NAESX vs STSOX
NAESX vs STSOX Comparison
Open Charts NAESX vs STSOX
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
Sterling Capital SmCp Val C
Price$36.41
Change+$0.54 (+1.51%)
VolumeN/A
Net Assets174.12M
NAESX vs STSOX Comparison Chart in %
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NAESX vs. STSOX commentary
Dec 04, 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: 162B vs. STSOX (174M). NAESX pays higher dividends than STSOX: NAESX (1.21) 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 : -0.86 vs. STSOX (-20.45). NAESX return over 5 years is better than : 40.97 vs. STSOX (-51.71).
| 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 | 7.092 | 10.576 | 67% |
| 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 | 1.21 | 0.00 | - |
| Returns for 1 year | -0.86 | -20.45 | 4% |
| Returns for 3 years | 32.07 | -42.73 | -75% |
| Returns for 5 years | 40.97 | -51.71 | -79% |
| Returns for 10 years | 131.34 | -51.32 | -256% |
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