Interact to see
Advertisement
Advertisement
NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$116.70
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
DWS Small Cap Core Inst
Price$52.44
Change+$0.26 (+0.50%)
VolumeN/A
Net Assets927.85M
NAESX vs SZCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SZCIX commentary
Jul 18, 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: 153B vs. SZCIX (928M). NAESX pays higher dividends than SZCIX: NAESX (1.28) vs SZCIX (0.70). 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 : 5.35 vs. NAESX (4.35). SZCIX return over 5 years is better than : 102.87 vs. NAESX (63.03).
| 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 | 0.302 | 3.470 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 928M | 16,487% |
| Annual Yield % from dividends | 1.28 | 0.70 | 182% |
| Returns for 1 year | 4.35 | 5.35 | 81% |
| Returns for 3 years | 35.91 | 30.32 | 118% |
| Returns for 5 years | 63.03 | 102.87 | 61% |
| Returns for 10 years | 104.94 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement