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NAESX vs SZCAX
NAESX vs SZCAX Comparison
Open Charts NAESX vs SZCAX
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
NAESX vs SZCAX Comparison Chart in %
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NAESX vs. SZCAX commentary
Oct 09, 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 NAESX is a Buy and SZCAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SZCAX (1.05B). NAESX pays higher dividends than SZCAX: NAESX (1.23) vs SZCAX (0.40). NAESX was incepted earlier than SZCAX: NAESX (65 years) vs SZCAX (24 years). SZCAX (1.17) is less costly to investors than NAESX (0.17). SZCAX is a more actively managed with annual turnover of: 29.00 vs. NAESX (13.00). SZCAX has a lower initial minimum investment than NAESX: SZCAX (1000) vs NAESX (3000). SZCAX (10.46) and NAESX (10.42) have marching annual gain over last year. SZCAX return over 5 years is better than : 87.48 vs. NAESX (58.94).
| NAESX | SZCAX | NAESX / SZCAX | |
| Total Expense Ratio | 0.17 | 1.17 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.17 | 15% |
| Fund Existence | 65 years | 24 years | - |
| Gain YTD | 7.684 | 7.899 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.05B | 15,473% |
| Annual Yield % from dividends | 1.23 | 0.40 | 310% |
| Returns for 1 year | 10.42 | 10.46 | 100% |
| Returns for 3 years | 48.54 | 32.20 | 151% |
| Returns for 5 years | 58.94 | 87.48 | 67% |
| Returns for 10 years | 133.72 | 100.59 | 133% |
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