Ad is loading...
HSZAX vs NAESX
HSZAX vs NAESX Comparison
Open Charts HSZAX vs NAESX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
HSZAX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HSZAX vs. NAESX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. HSZAX (5.34M). HSZAX pays higher dividends than NAESX: HSZAX (1.90) vs NAESX (1.39). 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 (12.00). HSZAX has a lower initial minimum investment than NAESX: HSZAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.18 vs. HSZAX (-6.00). NAESX return over 5 years is better than : 115.68 vs. HSZAX (15.18).
| 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 | -6.475 | -5.833 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34M | 153B | 0% |
| Annual Yield % from dividends | 1.90 | 1.39 | 137% |
| Returns for 1 year | -6.00 | 1.18 | -511% |
| Returns for 3 years | -34.51 | 6.44 | -536% |
| Returns for 5 years | 15.18 | 115.68 | 13% |
| Returns for 10 years | -63.63 | 90.61 | -70% |
View a ticker or compare two or three
VS
VS
Ad is loading...