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Compare trend and price DCCIX vs NAESX
DCCIX vs NAESX Comparison
Open Charts DCCIX vs NAESX
Delaware Small Cap Core I
Price$25.69
Change-$0.18 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$92.07
Change-$0.36 (-0.39%)
VolumeN/A
CapitalizationN/A
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DCCIX vs NAESX Comparison Chart
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DCCIX vs. NAESX commentary
Nov 29, 2023
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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 111B vs. DCCIX (6.85B). NAESX pays higher dividends than DCCIX: NAESX (1.69) vs DCCIX (0.51). DCCIX was incepted earlier than NAESX: DCCIX (25 years) vs NAESX (63 years). DCCIX (0.80) is less costly to investors than NAESX (0.17). DCCIX is a more actively managed with annual turnover of: 23.00 vs. NAESX (14.00). 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 : 1.32 vs. DCCIX (-5.20). NAESX return over 5 years is better than : 31.59 vs. DCCIX (7.17).
| DCCIX | NAESX | DCCIX / NAESX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.80 | 0.17 | 471% |
| Fund Existence | 25 years | 63 years | - |
| Gain YTD | 1.381 | 5.015 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.85B | 111B | 6% |
| Annual Yield % from dividends | 0.51 | 1.69 | 30% |
| Returns for 1 year | -5.20 | 1.32 | -394% |
| Returns for 3 years | -0.55 | 4.91 | -11% |
| Returns for 5 years | 7.17 | 31.59 | 23% |
| Returns for 10 years | 32.27 | 87.28 | 37% |
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