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DCZRX vs NAESX
DCZRX vs NAESX Comparison
Open Charts DCZRX vs NAESX
Delaware Small Cap Core R6
Price$30.57
Change-$0.35 (-1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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DCZRX vs NAESX Comparison Chart
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DCZRX vs. NAESX commentary
Sep 21, 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 DCZRX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. DCZRX (7.74B). NAESX pays higher dividends than DCZRX: NAESX (1.31) vs DCZRX (0.69). DCZRX was incepted earlier than NAESX: DCZRX (8 years) vs NAESX (64 years). DCZRX is a more actively managed with annual turnover of: 26.00 vs. NAESX (12.00). DCZRX has a lower initial minimum investment than NAESX: DCZRX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 25.47 vs. DCZRX (20.74). NAESX return over 5 years is better than : 53.25 vs. DCZRX (36.54).
| DCZRX | NAESX | DCZRX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 64 years | - |
| Gain YTD | 9.609 | 10.861 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.74B | 149B | 5% |
| Annual Yield % from dividends | 0.69 | 1.31 | 52% |
| Returns for 1 year | 20.74 | 25.47 | 81% |
| Returns for 3 years | -1.26 | 8.84 | -14% |
| Returns for 5 years | 36.54 | 53.25 | 69% |
| Returns for 10 years | N/A | 120.79 | - |