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DCZRX vs NAESX
DCZRX vs NAESX Comparison
Open Charts DCZRX vs NAESX
Macquarie Small Cap Core R6
Price$27.80
Change+$0.52 (+1.91%)
VolumeN/A
Net Assets6.74B
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
DCZRX vs NAESX Comparison Chart
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DCZRX vs. NAESX commentary
May 09, 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 DCZRX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. DCZRX (6.74B). NAESX pays higher dividends than DCZRX: NAESX (1.43) vs DCZRX (0.80). DCZRX was incepted earlier than NAESX: DCZRX (9 years) vs NAESX (65 years). DCZRX (0.68) is less costly to investors than NAESX (0.17). DCZRX is a more actively managed with annual turnover of: 23.00 vs. NAESX (13.00). DCZRX has a lower initial minimum investment than NAESX: DCZRX (0) vs NAESX (3000). DCZRX annual gain was more profitable for investors over the last year : 0.53 vs. NAESX (-0.09). NAESX return over 5 years is better than : 65.08 vs. DCZRX (44.29).
| DCZRX | NAESX | DCZRX / NAESX | |
| Total Expense Ratio | 0.68 | 0.17 | 400% |
| Annual Report Gross Expense Ratio | 0.68 | 0.17 | 400% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -8.613 | -8.414 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.74B | 140B | 5% |
| Annual Yield % from dividends | 0.80 | 1.43 | 56% |
| Returns for 1 year | 0.53 | -0.09 | -583% |
| Returns for 3 years | 9.68 | 20.27 | 48% |
| Returns for 5 years | 44.29 | 65.08 | 68% |
| Returns for 10 years | N/A | 87.81 | - |
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