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NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
DWS Small Cap Core Inst
Price$51.53
Change-$1.47 (-2.77%)
VolumeN/A
Net Assets855.83M
NAESX vs SZCIX Comparison Chart
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NAESX vs. SZCIX commentary
Feb 23, 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: 161B vs. SZCIX (856M). 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). SZCIX annual gain was more profitable for investors over the last year : 12.71 vs. NAESX (11.22). SZCIX return over 5 years is better than : 73.72 vs. NAESX (44.30).
| 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 | -0.321 | 2.181 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 856M | 18,808% |
| Annual Yield % from dividends | 1.31 | 0.69 | 189% |
| Returns for 1 year | 11.22 | 12.71 | 88% |
| Returns for 3 years | 18.76 | 20.73 | 90% |
| Returns for 5 years | 44.30 | 73.72 | 60% |
| Returns for 10 years | 105.17 | N/A | - |
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