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NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
DWS Small Cap Core Inst
Price$51.10
Change+$0.76 (+1.51%)
VolumeN/A
Net Assets860.8M
NAESX vs SZCIX Comparison Chart
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NAESX vs. SZCIX commentary
Jun 07, 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 StrongBuy and SZCIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SZCIX (861M). NAESX pays higher dividends than SZCIX: NAESX (1.35) vs SZCIX (0.73). 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 : 9.23 vs. NAESX (5.13). SZCIX return over 5 years is better than : 91.49 vs. NAESX (52.20).
| 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 | -4.086 | -0.178 | 2,289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 861M | 17,189% |
| Annual Yield % from dividends | 1.35 | 0.73 | 186% |
| Returns for 1 year | 5.13 | 9.23 | 56% |
| Returns for 3 years | 16.63 | 14.26 | 117% |
| Returns for 5 years | 52.20 | 91.49 | 57% |
| Returns for 10 years | 96.08 | N/A | - |
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