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HSZAX vs NAESX
HSZAX vs NAESX Comparison
Open Charts HSZAX vs NAESX
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
HSZAX vs NAESX Comparison Chart
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HSZAX vs. NAESX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HSZAX (5.45M). HSZAX pays higher dividends than NAESX: HSZAX (1.81) vs NAESX (1.35). 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). NAESX annual gain was more profitable for investors over the last year : 4.88 vs. HSZAX (-5.41). NAESX return over 5 years is better than : 52.45 vs. HSZAX (-24.84).
| 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 | -2.878 | -3.929 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.45M | 148B | 0% |
| Annual Yield % from dividends | 1.81 | 1.35 | 134% |
| Returns for 1 year | -5.41 | 4.88 | -111% |
| Returns for 3 years | -27.98 | 18.26 | -153% |
| Returns for 5 years | -24.84 | 52.45 | -47% |
| Returns for 10 years | -62.00 | 95.90 | -65% |
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