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NAESX vs SZCCX
NAESX vs SZCCX Comparison
Open Charts NAESX vs SZCCX
Vanguard Small Cap Index I
Price$113.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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NAESX vs SZCCX Comparison Chart
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NAESX vs. SZCCX 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 SZCCX is a StrongSell.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SZCCX (831M). NAESX pays higher dividends than SZCCX: NAESX (1.31) vs SZCCX (0.00). NAESX was incepted earlier than SZCCX: NAESX (64 years) vs SZCCX (23 years). NAESX (12.00) and SZCCX (12.00) have comparable annual turnover. 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 : 20.72 vs. SZCCX (14.41). SZCCX return over 5 years is better than : 68.88 vs. NAESX (51.64).
| NAESX | SZCCX | NAESX / SZCCX | |
| 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 | 4.687 | 207% |
| 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 | 0.00 | - |
| Returns for 1 year | 20.72 | 14.41 | 144% |
| Returns for 3 years | 5.63 | 3.77 | 149% |
| Returns for 5 years | 51.64 | 68.88 | 75% |
| Returns for 10 years | 113.34 | 63.71 | 178% |