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NAESX vs VSCOX
NAESX vs VSCOX Comparison
Open Charts NAESX vs VSCOX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
JPMorgan Small Cap Blend A
Price$24.94
Change-$0.48 (-1.89%)
VolumeN/A
Net Assets1.44B
NAESX vs VSCOX Comparison Chart
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NAESX vs. VSCOX commentary
Jun 16, 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 VSCOX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. VSCOX (1.44B). NAESX pays higher dividends than VSCOX: NAESX (1.35) vs VSCOX (1.00). NAESX was incepted earlier than VSCOX: NAESX (65 years) vs VSCOX (28 years). VSCOX (1.27) is less costly to investors than NAESX (0.17). VSCOX is a more actively managed with annual turnover of: 39.00 vs. NAESX (13.00). VSCOX has a lower initial minimum investment than NAESX: VSCOX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. VSCOX (0.52). NAESX return over 5 years is better than : 63.19 vs. VSCOX (36.74).
| NAESX | VSCOX | NAESX / VSCOX | |
| Total Expense Ratio | 0.17 | 1.24 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.27 | 13% |
| Fund Existence | 65 years | 28 years | - |
| Gain YTD | -4.390 | -6.417 | 68% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.44B | 10,299% |
| Annual Yield % from dividends | 1.35 | 1.00 | 135% |
| Returns for 1 year | 5.19 | 0.52 | 991% |
| Returns for 3 years | 31.28 | 22.41 | 140% |
| Returns for 5 years | 63.19 | 36.74 | 172% |
| Returns for 10 years | 92.88 | -3.45 | -2,696% |
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