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AZBAX vs NAESX
AZBAX vs NAESX Comparison
Open Charts AZBAX vs NAESX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
AZBAX vs NAESX Comparison Chart in %
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AZBAX vs. NAESX 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 AZBAX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. AZBAX (96.8M). NAESX pays higher dividends than AZBAX: NAESX (1.28) vs AZBAX (0.26). 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 (13.00). 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 : 12.22 vs. AZBAX (2.56). NAESX return over 5 years is better than : 69.32 vs. AZBAX (32.10).
| 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 | -0.304 | 1.432 | -21% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.8M | 148B | 0% |
| Annual Yield % from dividends | 0.26 | 1.28 | 20% |
| Returns for 1 year | 2.56 | 12.22 | 21% |
| Returns for 3 years | 20.26 | 37.83 | 54% |
| Returns for 5 years | 32.10 | 69.32 | 46% |
| Returns for 10 years | 26.63 | 108.83 | 24% |
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