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NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$123.61
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
NAESX vs SZCIX Comparison Chart in %
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NAESX vs. SZCIX commentary
Oct 09, 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: 162B vs. SZCIX (1.04B). NAESX pays higher dividends than SZCIX: NAESX (1.23) vs SZCIX (0.67). 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 : 10.04 vs. NAESX (9.13). SZCIX return over 5 years is better than : 88.05 vs. NAESX (56.51).
| 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 | 6.604 | 7.258 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.04B | 15,577% |
| Annual Yield % from dividends | 1.23 | 0.67 | 182% |
| Returns for 1 year | 9.13 | 10.04 | 91% |
| Returns for 3 years | 47.05 | 32.36 | 145% |
| Returns for 5 years | 56.51 | 88.05 | 64% |
| Returns for 10 years | 131.38 | N/A | - |
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