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HSZCX vs NAESX
HSZCX vs NAESX Comparison
Open Charts HSZCX vs NAESX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
HSZCX vs NAESX Comparison Chart
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HSZCX vs. NAESX commentary
Jun 07, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HSZCX (5.47M). HSZCX pays higher dividends than NAESX: HSZCX (2.71) vs NAESX (1.35). 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 : 5.13 vs. HSZCX (-5.51). NAESX return over 5 years is better than : 52.20 vs. HSZCX (-27.32).
| 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 | -3.010 | -4.086 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.47M | 148B | 0% |
| Annual Yield % from dividends | 2.71 | 1.35 | 200% |
| Returns for 1 year | -5.51 | 5.13 | -107% |
| Returns for 3 years | -29.64 | 16.63 | -178% |
| Returns for 5 years | -27.32 | 52.20 | -52% |
| Returns for 10 years | -73.78 | 96.08 | -77% |
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