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DSMZX vs NAESX
DSMZX vs NAESX Comparison
Open Charts DSMZX vs NAESX
Destinations Small-Mid Cap Equity Z
Price$8.87
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets662.99M
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
DSMZX vs NAESX Comparison Chart
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DSMZX vs. NAESX commentary
May 12, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. DSMZX (663M). DSMZX pays higher dividends than NAESX: DSMZX (2.50) vs NAESX (1.43). 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 (13.00). 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 : 0.34 vs. DSMZX (-9.20). NAESX return over 5 years is better than : 67.63 vs. DSMZX (15.58).
| 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 | -7.892 | -6.997 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 663M | 140B | 0% |
| Annual Yield % from dividends | 2.50 | 1.43 | 175% |
| Returns for 1 year | -9.20 | 0.34 | -2,670% |
| Returns for 3 years | 7.98 | 22.70 | 35% |
| Returns for 5 years | 15.58 | 67.63 | 23% |
| Returns for 10 years | N/A | 91.04 | - |