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NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
DWS Small Cap Core Inst
Price$46.94
Change+$0.71 (+1.54%)
VolumeN/A
Net Assets760.38M
NAESX vs SZCIX Comparison Chart
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NAESX vs. SZCIX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SZCIX (760M). NAESX pays higher dividends than SZCIX: NAESX (1.39) vs SZCIX (0.75). 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 (12.00). 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 : -0.55 vs. NAESX (-7.81). SZCIX return over 5 years is better than : 118.97 vs. NAESX (63.69).
| 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 | -15.507 | -8.328 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 760M | 18,816% |
| Annual Yield % from dividends | 1.39 | 0.75 | 186% |
| Returns for 1 year | -7.81 | -0.55 | 1,432% |
| Returns for 3 years | -0.30 | 7.08 | -4% |
| Returns for 5 years | 63.69 | 118.97 | 54% |
| Returns for 10 years | 70.97 | N/A | - |
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