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NAESX vs SZCRX
NAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRX
Vanguard Small Cap Index I
Price$110.63
Change+$1.45 (+1.33%)
VolumeN/A
Net Assets139.54B
NAESX vs SZCRX Comparison Chart
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NAESX vs. SZCRX commentary
Jun 04, 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 StrongBuy and SZCRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. SZCRX (859M). NAESX pays higher dividends than SZCRX: NAESX (1.35) vs SZCRX (0.80). NAESX was incepted earlier than SZCRX: NAESX (65 years) vs SZCRX (9 years). SZCRX (0.81) is less costly to investors than NAESX (0.17). SZCRX is a more actively managed with annual turnover of: 29.00 vs. NAESX (13.00). SZCRX has a lower initial minimum investment than NAESX: SZCRX (0) vs NAESX (3000). SZCRX annual gain was more profitable for investors over the last year : 6.83 vs. NAESX (3.56). SZCRX return over 5 years is better than : 100.96 vs. NAESX (55.17).
| NAESX | SZCRX | NAESX / SZCRX | |
| Total Expense Ratio | 0.17 | 0.81 | 21% |
| Annual Report Gross Expense Ratio | 0.17 | 0.81 | 21% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | -5.102 | -0.416 | 1,226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 859M | 16,298% |
| Annual Yield % from dividends | 1.35 | 0.80 | 169% |
| Returns for 1 year | 3.56 | 6.83 | 52% |
| Returns for 3 years | 17.40 | 15.80 | 110% |
| Returns for 5 years | 55.17 | 100.96 | 55% |
| Returns for 10 years | 92.22 | N/A | - |
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