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NAESX vs VSCRX
NAESX vs VSCRX Comparison
Open Charts NAESX vs VSCRX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Virtus KAR Small-Cap Core R6
Price$54.36
Change-$0.87 (-1.58%)
VolumeN/A
Net Assets2.06B
NAESX vs VSCRX Comparison Chart
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NAESX vs. VSCRX 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 VSCRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. VSCRX (2.06B). NAESX pays higher dividends than VSCRX: NAESX (1.35) vs VSCRX (0.34). NAESX was incepted earlier than VSCRX: NAESX (65 years) vs VSCRX (11 years). VSCRX (0.92) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. VSCRX (5.00). NAESX has a lower initial minimum investment than VSCRX: NAESX (3000) vs VSCRX (2500000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. VSCRX (1.99). NAESX return over 5 years is better than : 63.19 vs. VSCRX (40.15).
| NAESX | VSCRX | NAESX / VSCRX | |
| Total Expense Ratio | 0.17 | 0.92 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 0.92 | 18% |
| Fund Existence | 65 years | 11 years | - |
| Gain YTD | -4.390 | -4.965 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 2.06B | 7,181% |
| Annual Yield % from dividends | 1.35 | 0.34 | 395% |
| Returns for 1 year | 5.19 | 1.99 | 261% |
| Returns for 3 years | 31.28 | 36.74 | 85% |
| Returns for 5 years | 63.19 | 40.15 | 157% |
| Returns for 10 years | 92.88 | 109.51 | 85% |
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