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HSZAX vs NAESX
HSZAX vs NAESX Comparison
Open Charts HSZAX vs NAESX
Vanguard Small Cap Index I
Price$103.01
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets143.36B
HSZAX vs NAESX Comparison Chart
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HSZAX vs. NAESX commentary
Apr 28, 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. HSZAX (5.16M). 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 : 0.19 vs. HSZAX (-7.02). NAESX return over 5 years is better than : 75.06 vs. HSZAX (-9.16).
| 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 | -8.633 | -10.465 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.16M | 143B | 0% |
| Annual Yield % from dividends | 1.90 | 1.39 | 137% |
| Returns for 1 year | -7.02 | 0.19 | -3,686% |
| Returns for 3 years | -33.97 | 10.16 | -334% |
| Returns for 5 years | -9.16 | 75.06 | -12% |
| Returns for 10 years | -64.28 | 81.51 | -79% |
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