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HSZAX vs NAESX
HSZAX vs NAESX Comparison
Open Charts HSZAX vs NAESX
Vanguard Small Cap Index I
Price$115.32
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
HSZAX vs NAESX Comparison Chart in %
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HSZAX vs. NAESX commentary
Jul 17, 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 HSZAX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. HSZAX (5.83M). HSZAX pays higher dividends than NAESX: HSZAX (1.71) vs NAESX (1.28). HSZAX was incepted earlier than NAESX: HSZAX (27 years) vs NAESX (65 years). HSZAX (6.23) is less costly to investors than NAESX (0.17). HSZAX is a more actively managed with annual turnover of: 65.00 vs. NAESX (13.00). HSZAX has a lower initial minimum investment than NAESX: HSZAX (1000) vs NAESX (3000). HSZAX annual gain was more profitable for investors over the last year : 2.65 vs. NAESX (2.40). NAESX return over 5 years is better than : 61.97 vs. HSZAX (-2.23).
| HSZAX | NAESX | HSZAX / NAESX | |
| Total Expense Ratio | 1.75 | 0.17 | 1,029% |
| Annual Report Gross Expense Ratio | 6.23 | 0.17 | 3,665% |
| Fund Existence | 27 years | 65 years | - |
| Gain YTD | 4.317 | -0.351 | -1,231% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.83M | 153B | 0% |
| Annual Yield % from dividends | 1.71 | 1.28 | 134% |
| Returns for 1 year | 2.65 | 2.40 | 111% |
| Returns for 3 years | -15.19 | 34.84 | -44% |
| Returns for 5 years | -2.23 | 61.97 | -4% |
| Returns for 10 years | -59.73 | 103.02 | -58% |
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