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AZBAX vs NAESX
AZBAX vs NAESX Comparison
Open Charts AZBAX vs NAESX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
AZBAX vs NAESX Comparison Chart
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AZBAX vs. NAESX commentary
Apr 18, 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 AZBAX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. AZBAX (83M). NAESX pays higher dividends than AZBAX: NAESX (1.39) vs AZBAX (0.27). AZBAX was incepted earlier than NAESX: AZBAX (12 years) vs NAESX (65 years). AZBAX (1.49) is less costly to investors than NAESX (0.17). AZBAX is a more actively managed with annual turnover of: 69.00 vs. NAESX (12.00). AZBAX has a lower initial minimum investment than NAESX: AZBAX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -2.42 vs. AZBAX (-6.90). NAESX return over 5 years is better than : 66.71 vs. AZBAX (27.98).
| AZBAX | NAESX | AZBAX / NAESX | |
| Total Expense Ratio | 1.44 | 0.17 | 847% |
| Annual Report Gross Expense Ratio | 1.49 | 0.17 | 876% |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | -13.895 | -14.464 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83M | 143B | 0% |
| Annual Yield % from dividends | 0.27 | 1.39 | 20% |
| Returns for 1 year | -6.90 | -2.42 | 285% |
| Returns for 3 years | -8.54 | 0.49 | -1,756% |
| Returns for 5 years | 27.98 | 66.71 | 42% |
| Returns for 10 years | 9.31 | 73.20 | 13% |
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