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NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
DWS Small Cap Core Inst
Price$52.55
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets888.25M
NAESX vs SZCIX Comparison Chart
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NAESX vs. SZCIX commentary
Jan 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 Hold and SZCIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SZCIX (888M). NAESX pays higher dividends than SZCIX: NAESX (1.31) vs SZCIX (0.69). NAESX was incepted earlier than SZCIX: NAESX (64 years) vs SZCIX (9 years). NAESX (12.00) and SZCIX (12.00) have comparable annual turnover. NAESX has a lower initial minimum investment than SZCIX: NAESX (3000) vs SZCIX (1000000). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. SZCIX (16.85). SZCIX return over 5 years is better than : 73.77 vs. NAESX (48.81).
| NAESX | SZCIX | NAESX / SZCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 9 years | - |
| Gain YTD | 3.370 | 4.204 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 888M | 17,455% |
| Annual Yield % from dividends | 1.31 | 0.69 | 189% |
| Returns for 1 year | 21.23 | 16.85 | 126% |
| Returns for 3 years | 17.16 | 17.21 | 100% |
| Returns for 5 years | 48.81 | 73.77 | 66% |
| Returns for 10 years | 126.44 | N/A | - |