Interact to see
Advertisement
Advertisement
NAESX vs SZCCX
NAESX vs SZCCX Comparison
Open Charts NAESX vs SZCCX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
NAESX vs SZCCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SZCCX commentary
Sep 08, 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 Hold and SZCCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SZCCX (1.03B). NAESX pays higher dividends than SZCCX: NAESX (1.20) vs SZCCX (0.10). NAESX was incepted earlier than SZCCX: NAESX (65 years) vs SZCCX (24 years). SZCCX (1.96) is less costly to investors than NAESX (0.17). SZCCX is a more actively managed with annual turnover of: 29.00 vs. NAESX (13.00). SZCCX has a lower initial minimum investment than NAESX: SZCCX (1000) vs NAESX (3000). NAESX (13.62) and SZCCX (13.48) have marching annual gain over last year. SZCCX return over 5 years is better than : 94.23 vs. NAESX (66.60).
| NAESX | SZCCX | NAESX / SZCCX | |
| Total Expense Ratio | 0.17 | 1.96 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 1.96 | 9% |
| Fund Existence | 65 years | 24 years | - |
| Gain YTD | 6.494 | 8.800 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.03B | 15,601% |
| Annual Yield % from dividends | 1.20 | 0.10 | 1,208% |
| Returns for 1 year | 13.62 | 13.48 | 101% |
| Returns for 3 years | 39.23 | 29.00 | 135% |
| Returns for 5 years | 66.60 | 94.23 | 71% |
| Returns for 10 years | 132.36 | 81.08 | 163% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement