Ad is loading...
NAESX vs SZCAX
NAESX vs SZCAX Comparison
Open Charts NAESX vs SZCAX
Vanguard Small Cap Index I
Price$113.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
NAESX vs SZCAX Comparison Chart
Loading...
NAESX vs. SZCAX commentary
Sep 20, 2024
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 StrongBuy and SZCAX is a StrongSell.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SZCAX (831M). NAESX pays higher dividends than SZCAX: NAESX (1.31) vs SZCAX (0.42). NAESX was incepted earlier than SZCAX: NAESX (64 years) vs SZCAX (23 years). NAESX (12.00) and SZCAX (12.00) have comparable annual turnover. 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 : 20.72 vs. SZCAX (15.32). SZCAX return over 5 years is better than : 76.64 vs. NAESX (51.64).
| NAESX | SZCAX | NAESX / SZCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 23 years | - |
| Gain YTD | 9.695 | 5.256 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 831M | 17,930% |
| Annual Yield % from dividends | 1.31 | 0.42 | 315% |
| Returns for 1 year | 20.72 | 15.32 | 135% |
| Returns for 3 years | 5.63 | 6.92 | 81% |
| Returns for 5 years | 51.64 | 76.64 | 67% |
| Returns for 10 years | 113.34 | 85.77 | 132% |