Ad is loading...
DSMZX vs NAESX
DSMZX vs NAESX Comparison
Open Charts DSMZX vs NAESX
Destinations Small-Mid Cap Equity Z
Price$7.61
Change-$0.17 (-2.19%)
VolumeN/A
Net Assets600.88M
Vanguard Small Cap Index I
Price$92.85
Change-$2.45 (-2.57%)
VolumeN/A
Net Assets143.36B
DSMZX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DSMZX vs. NAESX commentary
Apr 10, 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 DSMZX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. DSMZX (601M). DSMZX pays higher dividends than NAESX: DSMZX (2.47) vs NAESX (1.39). DSMZX was incepted earlier than NAESX: DSMZX (7 years) vs NAESX (65 years). DSMZX (0.99) is less costly to investors than NAESX (0.17). DSMZX is a more actively managed with annual turnover of: 115.00 vs. NAESX (12.00). DSMZX has a lower initial minimum investment than NAESX: DSMZX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -11.12 vs. DSMZX (-20.20). NAESX return over 5 years is better than : 60.48 vs. DSMZX (8.23).
| DSMZX | NAESX | DSMZX / NAESX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 7 years | 65 years | - |
| Gain YTD | -19.211 | -17.167 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 601M | 143B | 0% |
| Annual Yield % from dividends | 2.47 | 1.39 | 178% |
| Returns for 1 year | -20.20 | -11.12 | 182% |
| Returns for 3 years | -15.68 | -2.68 | 585% |
| Returns for 5 years | 8.23 | 60.48 | 14% |
| Returns for 10 years | N/A | 67.44 | - |