HSZCX
Price
$2.92
Change
+$0.02 (+0.69%)
Updated
Jun 6 closing price
Net Assets
5.47M
NAESX
Price
$111.61
Change
+$1.26 (+1.14%)
Updated
Jun 6 closing price
Net Assets
147.56B
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HSZCX vs NAESX

Header iconHSZCX vs NAESX Comparison
Open Charts HSZCX vs NAESXBanner chart's image
NexPoint Climate Tech C
Price$2.92
Change+$0.02 (+0.69%)
VolumeN/A
Net Assets5.47M
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.

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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).
HSZCXNAESXHSZCX / NAESX
Total Expense Ratio2.500.171,471%
Annual Report Gross Expense Ratio6.980.174,106%
Fund Existence26 years65 years-
Gain YTD-3.010-4.08674%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets5.47M148B0%
Annual Yield % from dividends2.711.35200%
Returns for 1 year-5.515.13-107%
Returns for 3 years-29.6416.63-178%
Returns for 5 years-27.3252.20-52%
Returns for 10 years-73.7896.08-77%
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