Interact to see
Advertisement
Advertisement
NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$124.13
Change+$1.84 (+1.50%)
VolumeN/A
Net Assets161.26B
NAESX vs SZCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SZCIX commentary
Sep 19, 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 SZCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SZCIX (1.02B). NAESX pays higher dividends than SZCIX: NAESX (1.20) vs SZCIX (0.66). NAESX was incepted earlier than SZCIX: NAESX (65 years) vs SZCIX (9 years). SZCIX (0.88) is less costly to investors than NAESX (0.17). SZCIX is a more actively managed with annual turnover of: 29.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SZCIX: NAESX (3000) vs SZCIX (1000000). SZCIX annual gain was more profitable for investors over the last year : 11.42 vs. NAESX (9.60). SZCIX return over 5 years is better than : 105.18 vs. NAESX (67.20).
| NAESX | SZCIX | NAESX / SZCIX | |
| Total Expense Ratio | 0.17 | 0.88 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 0.88 | 19% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | 6.364 | 7.793 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.02B | 15,769% |
| Annual Yield % from dividends | 1.20 | 0.66 | 180% |
| Returns for 1 year | 9.60 | 11.42 | 84% |
| Returns for 3 years | 37.39 | 32.10 | 116% |
| Returns for 5 years | 67.20 | 105.18 | 64% |
| Returns for 10 years | 132.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement