NAESX
Price
$141.48
Change
+$1.11 (+0.79%)
Updated
Jun 2 closing price
Net Assets
177.42B
SCRZX
Price
$13.56
Change
+$0.10 (+0.74%)
Updated
Jun 2 closing price
Net Assets
809.22M
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NAESX vs SCRZX

Header iconNAESX vs SCRZX Comparison
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NAESX vs SCRZX Comparison Chart in %
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NAESX vs. SCRZX commentary
Jun 03, 2026

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 NAESX is a Buy and SCRZX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 177B vs. SCRZX (809M). NAESX pays higher dividends than SCRZX: NAESX (1.08) vs SCRZX (0.47). NAESX was incepted earlier than SCRZX: NAESX (66 years) vs SCRZX (10 years). SCRZX (0.88) is less costly to investors than NAESX (0.17). SCRZX is a more actively managed with annual turnover of: 97.00 vs. NAESX (17.00). NAESX (0) and SCRZX (0) have matching initial minimum investment requirements. NAESX annual gain was more profitable for investors over the last year : 28.95 vs. SCRZX (20.18). NAESX return over 5 years is better than : 33.38 vs. SCRZX (-10.63).
NAESXSCRZXNAESX / SCRZX
Total Expense Ratio0.170.8819%
Annual Report Gross Expense Ratio0.170.8819%
Fund Existence66 years10 years-
Gain YTD13.68015.33889%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets177B809M21,879%
Annual Yield % from dividends1.080.47229%
Returns for 1 year28.9520.18143%
Returns for 3 years54.8613.14418%
Returns for 5 years33.38-10.63-314%
Returns for 10 years160.5042.34379%
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