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DCZRX vs NAESX
DCZRX vs NAESX Comparison
Open Charts DCZRX vs NAESX
Delaware Small Cap Core R6
Price$30.40
Change-$1.19 (-3.77%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
DCZRX vs NAESX Comparison Chart
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DCZRX 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 DCZRX is a StrongSell and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. DCZRX (7.79B). NAESX pays higher dividends than DCZRX: NAESX (1.31) vs DCZRX (0.69). DCZRX was incepted earlier than NAESX: DCZRX (9 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 : 19.54 vs. DCZRX (16.82). NAESX return over 5 years is better than : 53.79 vs. DCZRX (35.37).
| DCZRX | NAESX | DCZRX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | 14.032 | 17.994 | 78% |
| 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 | 0.69 | 1.31 | 52% |
| Returns for 1 year | 16.82 | 19.54 | 86% |
| Returns for 3 years | 6.45 | 15.71 | 41% |
| Returns for 5 years | 35.37 | 53.79 | 66% |
| Returns for 10 years | N/A | 124.30 | - |
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