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NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
DWS Small Cap Core Inst
Price$50.39
Change-$2.73 (-5.14%)
VolumeN/A
CapitalizationN/A
NAESX vs SZCIX Comparison Chart
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NAESX vs. SZCIX commentary
Dec 19, 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 Hold and SZCIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. SZCIX (885M). 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). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. SZCIX (16.30). SZCIX return over 5 years is better than : 76.26 vs. NAESX (53.79).
| 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 | 17.994 | 14.040 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 885M | 18,870% |
| Annual Yield % from dividends | 1.31 | 0.69 | 189% |
| Returns for 1 year | 19.54 | 16.30 | 120% |
| Returns for 3 years | 15.71 | 16.33 | 96% |
| Returns for 5 years | 53.79 | 76.26 | 71% |
| Returns for 10 years | 124.30 | N/A | - |
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