Ad is loading...
NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
DWS Small Cap Core Inst
Price$49.64
Change-$0.24 (-0.48%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
NAESX vs SZCIX Comparison Chart
Loading...
NAESX vs. SZCIX commentary
Sep 21, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SZCIX (844M). NAESX pays higher dividends than SZCIX: NAESX (1.31) vs SZCIX (0.69). NAESX was incepted earlier than SZCIX: NAESX (64 years) vs SZCIX (8 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 : 20.72 vs. SZCIX (15.66). SZCIX return over 5 years is better than : 79.34 vs. NAESX (51.64).
| NAESX | SZCIX | NAESX / SZCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 8 years | - |
| Gain YTD | 9.695 | 5.474 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 844M | 17,654% |
| Annual Yield % from dividends | 1.31 | 0.69 | 189% |
| Returns for 1 year | 20.72 | 15.66 | 132% |
| Returns for 3 years | 5.63 | 7.99 | 70% |
| Returns for 5 years | 51.64 | 79.34 | 65% |
| Returns for 10 years | 113.34 | N/A | - |