Ad is loading...
HSZCX vs NAESX
HSZCX vs NAESX Comparison
Open Charts HSZCX vs NAESX
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
HSZCX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HSZCX vs. NAESX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. HSZCX (5.07M). 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 : -2.36 vs. HSZCX (-9.22). NAESX return over 5 years is better than : 71.57 vs. HSZCX (-13.91).
| 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 | -10.368 | -12.247 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07M | 143B | 0% |
| Annual Yield % from dividends | 2.84 | 1.39 | 204% |
| Returns for 1 year | -9.22 | -2.36 | 390% |
| Returns for 3 years | -36.62 | 4.67 | -785% |
| Returns for 5 years | -13.91 | 71.57 | -19% |
| Returns for 10 years | -75.72 | 78.60 | -96% |