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AZBCX vs NAESX
AZBCX vs NAESX Comparison
Open Charts AZBCX vs NAESX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
AZBCX vs NAESX Comparison Chart
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AZBCX vs. NAESX commentary
Jun 15, 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 AZBCX is a Hold and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. AZBCX (91.6M). NAESX pays higher dividends than AZBCX: NAESX (1.35) vs AZBCX (0.00). AZBCX was incepted earlier than NAESX: AZBCX (12 years) vs NAESX (65 years). AZBCX (2.26) is less costly to investors than NAESX (0.17). AZBCX is a more actively managed with annual turnover of: 69.00 vs. NAESX (13.00). AZBCX has a lower initial minimum investment than NAESX: AZBCX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. AZBCX (-4.44). NAESX return over 5 years is better than : 63.19 vs. AZBCX (22.60).
| AZBCX | NAESX | AZBCX / NAESX | |
| Total Expense Ratio | 2.19 | 0.17 | 1,288% |
| Annual Report Gross Expense Ratio | 2.26 | 0.17 | 1,329% |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | -5.624 | -4.390 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.6M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -4.44 | 5.19 | -85% |
| Returns for 3 years | 9.94 | 31.28 | 32% |
| Returns for 5 years | 22.60 | 63.19 | 36% |
| Returns for 10 years | 8.20 | 92.88 | 9% |
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