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HSZAX vs NAESX
HSZAX vs NAESX Comparison
Open Charts HSZAX vs NAESX
Vanguard Small Cap Index I
Price$120.01
Change-$0.94 (-0.78%)
VolumeN/A
Net Assets154.18B
HSZAX vs NAESX Comparison Chart in %
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HSZAX vs. NAESX commentary
Aug 26, 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: 154B vs. HSZAX (5.95M). HSZAX pays higher dividends than NAESX: HSZAX (1.70) vs NAESX (1.25). 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 (8.75) and NAESX (8.52) have marching annual gain over last year. NAESX return over 5 years is better than : 62.16 vs. HSZAX (8.88).
| 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 | 5.199 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.95M | 154B | 0% |
| Annual Yield % from dividends | 1.70 | 1.25 | 135% |
| Returns for 1 year | 8.75 | 8.52 | 103% |
| Returns for 3 years | -19.56 | 30.95 | -63% |
| Returns for 5 years | 8.88 | 62.16 | 14% |
| Returns for 10 years | -56.02 | 128.82 | -43% |
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