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NAESX vs SZCCX
NAESX vs SZCCX Comparison
Open Charts NAESX vs SZCCX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
NAESX vs SZCCX Comparison Chart in %
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NAESX vs. SZCCX commentary
Aug 17, 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: 154B vs. SZCCX (975M). NAESX pays higher dividends than SZCCX: NAESX (1.25) vs SZCCX (0.11). 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). SZCCX annual gain was more profitable for investors over the last year : 10.34 vs. NAESX (9.15). SZCCX return over 5 years is better than : 80.28 vs. NAESX (57.53).
| 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 | 2.494 | 4.889 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 975M | 15,795% |
| Annual Yield % from dividends | 1.25 | 0.11 | 1,192% |
| Returns for 1 year | 9.15 | 10.34 | 88% |
| Returns for 3 years | 20.39 | 17.62 | 116% |
| Returns for 5 years | 57.53 | 80.28 | 72% |
| Returns for 10 years | 112.59 | 68.65 | 164% |
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