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NAESX vs VSCRX
NAESX vs VSCRX Comparison
Open Charts NAESX vs VSCRX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Virtus KAR Small-Cap Core R6
Price$57.62
Change+$0.27 (+0.47%)
VolumeN/A
Net Assets2.18B
NAESX vs VSCRX Comparison Chart in %
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NAESX vs. VSCRX commentary
Jul 06, 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 StrongBuy and VSCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. VSCRX (2.18B). NAESX pays higher dividends than VSCRX: NAESX (1.28) 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 : 12.22 vs. VSCRX (7.92). NAESX return over 5 years is better than : 69.32 vs. VSCRX (47.65).
| 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 | 1.432 | 0.734 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 2.18B | 6,777% |
| Annual Yield % from dividends | 1.28 | 0.34 | 378% |
| Returns for 1 year | 12.22 | 7.92 | 154% |
| Returns for 3 years | 37.83 | 38.80 | 97% |
| Returns for 5 years | 69.32 | 47.65 | 145% |
| Returns for 10 years | 108.83 | 138.00 | 79% |