Interact to see
Advertisement
Advertisement
NAESX vs SZCAX
NAESX vs SZCAX Comparison
Open Charts NAESX vs SZCAX
Vanguard Small Cap Index I
Price$115.70
Change+$0.08 (+0.07%)
VolumeN/A
Net Assets153.28B
NAESX vs SZCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SZCAX commentary
Aug 06, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SZCAX (941M). NAESX pays higher dividends than SZCAX: NAESX (1.25) vs SZCAX (0.41). 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). NAESX annual gain was more profitable for investors over the last year : 7.85 vs. SZCAX (7.22). SZCAX return over 5 years is better than : 83.61 vs. NAESX (53.40).
| 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 | -0.968 | 1.772 | -55% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 941M | 16,259% |
| Annual Yield % from dividends | 1.25 | 0.41 | 303% |
| Returns for 1 year | 7.85 | 7.22 | 109% |
| Returns for 3 years | 22.16 | 20.37 | 109% |
| Returns for 5 years | 53.40 | 83.61 | 64% |
| Returns for 10 years | 107.68 | 85.66 | 126% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement