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NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$120.67
Change-$0.60 (-0.49%)
VolumeN/A
CapitalizationN/A
DWS Small Cap Core Inst
Price$52.89
Change-$0.44 (-0.83%)
VolumeN/A
CapitalizationN/A
NAESX vs SZCIX Comparison Chart
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NAESX vs. SZCIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. SZCIX (895M). 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 : 32.08 vs. SZCIX (27.91). SZCIX return over 5 years is better than : 88.32 vs. NAESX (58.92).
| 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 | 18.357 | 14.491 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 895M | 16,872% |
| Annual Yield % from dividends | 1.31 | 0.69 | 189% |
| Returns for 1 year | 32.08 | 27.91 | 115% |
| Returns for 3 years | 7.05 | 5.48 | 129% |
| Returns for 5 years | 58.92 | 88.32 | 67% |
| Returns for 10 years | 127.82 | N/A | - |
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