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NAESX vs SZCCX
NAESX vs SZCCX Comparison
Open Charts NAESX vs SZCCX
Vanguard Small Cap Index I
Price$123.52
Change+$0.57 (+0.46%)
VolumeN/A
Net Assets161.26B
NAESX vs SZCCX Comparison Chart in %
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NAESX vs. SZCCX commentary
Oct 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 SZCCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SZCCX (1.05B). NAESX pays higher dividends than SZCCX: NAESX (1.23) 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 annual gain was more profitable for investors over the last year : 10.62 vs. SZCCX (9.47). SZCCX return over 5 years is better than : 88.51 vs. NAESX (66.97).
| 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 | 7.501 | 7.241 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.05B | 15,377% |
| Annual Yield % from dividends | 1.23 | 0.10 | 1,219% |
| Returns for 1 year | 10.62 | 9.47 | 112% |
| Returns for 3 years | 42.45 | 26.04 | 163% |
| Returns for 5 years | 66.97 | 88.51 | 76% |
| Returns for 10 years | 139.53 | 82.99 | 168% |
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