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DCCIX vs NAESX
DCCIX vs NAESX Comparison
Open Charts DCCIX vs NAESX
Delaware Small Cap Core I
Price$30.37
Change-$1.18 (-3.74%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
DCCIX vs NAESX Comparison Chart
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DCCIX vs. NAESX commentary
Dec 19, 2024
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 DCCIX is a StrongSell and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. DCCIX (7.79B). NAESX pays higher dividends than DCCIX: NAESX (1.31) vs DCCIX (0.55). DCCIX was incepted earlier than NAESX: DCCIX (26 years) vs NAESX (64 years). DCCIX is a more actively managed with annual turnover of: 26.00 vs. NAESX (12.00). DCCIX has a lower initial minimum investment than NAESX: DCCIX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. DCCIX (16.47). NAESX return over 5 years is better than : 53.79 vs. DCCIX (34.77).
| DCCIX | NAESX | DCCIX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 64 years | - |
| Gain YTD | 13.850 | 17.994 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.79B | 167B | 5% |
| Annual Yield % from dividends | 0.55 | 1.31 | 42% |
| Returns for 1 year | 16.47 | 19.54 | 84% |
| Returns for 3 years | 6.13 | 15.71 | 39% |
| Returns for 5 years | 34.77 | 53.79 | 65% |
| Returns for 10 years | 53.13 | 124.30 | 43% |
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