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NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
NAESX vs SZCIX Comparison Chart in %
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NAESX vs. SZCIX commentary
Aug 03, 2026
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: 189B vs. SZCIX (1.04B). NAESX pays higher dividends than SZCIX: NAESX (1.10) vs SZCIX (0.37). NAESX was incepted earlier than SZCIX: NAESX (66 years) vs SZCIX (10 years). SZCIX (0.86) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 17.00 vs. SZCIX (16.00). NAESX has a lower initial minimum investment than SZCIX: NAESX (0) vs SZCIX (1000000). NAESX annual gain was more profitable for investors over the last year : 22.56 vs. SZCIX (12.34). NAESX return over 5 years is better than : 34.95 vs. SZCIX (31.97).
| NAESX | SZCIX | NAESX / SZCIX | |
| Total Expense Ratio | 0.17 | 0.86 | 20% |
| Annual Report Gross Expense Ratio | 0.17 | 0.86 | 20% |
| Fund Existence | 66 years | 10 years | - |
| Gain YTD | 14.563 | 11.149 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 1.04B | 18,156% |
| Annual Yield % from dividends | 1.10 | 0.37 | 297% |
| Returns for 1 year | 22.56 | 12.34 | 183% |
| Returns for 3 years | 43.30 | 34.16 | 127% |
| Returns for 5 years | 34.95 | 31.97 | 109% |
| Returns for 10 years | 155.28 | 130.24 | 119% |
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