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HSZCX vs NAESX
HSZCX vs NAESX Comparison
Open Charts HSZCX vs NAESX
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
HSZCX vs NAESX Comparison Chart in %
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HSZCX vs. NAESX commentary
Aug 10, 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 HSZCX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. HSZCX (5.9M). HSZCX pays higher dividends than NAESX: HSZCX (2.54) vs NAESX (1.25). HSZCX was incepted earlier than NAESX: HSZCX (26 years) vs NAESX (65 years). HSZCX (6.98) is less costly to investors than NAESX (0.17). HSZCX is a more actively managed with annual turnover of: 65.00 vs. NAESX (13.00). HSZCX has a lower initial minimum investment than NAESX: HSZCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.46 vs. HSZCX (7.20). NAESX return over 5 years is better than : 54.21 vs. HSZCX (-5.82).
| HSZCX | NAESX | HSZCX / NAESX | |
| Total Expense Ratio | 2.50 | 0.17 | 1,471% |
| Annual Report Gross Expense Ratio | 6.98 | 0.17 | 4,106% |
| Fund Existence | 26 years | 65 years | - |
| Gain YTD | 2.007 | 0.067 | 2,999% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.9M | 154B | 0% |
| Annual Yield % from dividends | 2.54 | 1.25 | 203% |
| Returns for 1 year | 7.20 | 9.46 | 76% |
| Returns for 3 years | -24.02 | 23.97 | -100% |
| Returns for 5 years | -5.82 | 54.21 | -11% |
| Returns for 10 years | -71.93 | 108.86 | -66% |
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