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HSZCX vs NAESX
HSZCX vs NAESX Comparison
Open Charts HSZCX vs NAESX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
HSZCX vs NAESX Comparison Chart
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HSZCX 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 HSZCX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. HSZCX (5.34M). HSZCX pays higher dividends than NAESX: HSZCX (2.84) vs NAESX (1.39). 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 (12.00). 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 : 1.18 vs. HSZCX (-6.73). NAESX return over 5 years is better than : 115.68 vs. HSZCX (10.91).
| 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 | -6.689 | -5.833 | 115% |
| Front Load | N/A | 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 | 2.84 | 1.39 | 204% |
| Returns for 1 year | -6.73 | 1.18 | -572% |
| Returns for 3 years | -35.94 | 6.44 | -558% |
| Returns for 5 years | 10.91 | 115.68 | 9% |
| Returns for 10 years | -75.01 | 90.61 | -83% |
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