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NAESX vs SZCRX
NAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRX
Vanguard Small Cap Index I
Price$106.66
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
NAESX vs SZCRX Comparison Chart
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NAESX vs. SZCRX commentary
Mar 11, 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 SZCRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SZCRX (823M). NAESX pays higher dividends than SZCRX: NAESX (1.20) vs SZCRX (0.78). NAESX was incepted earlier than SZCRX: NAESX (64 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 (12.00). 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 : 5.35 vs. NAESX (2.79). SZCRX return over 5 years is better than : 129.25 vs. NAESX (81.36).
| NAESX | SZCRX | NAESX / SZCRX | |
| Total Expense Ratio | 0.17 | 0.81 | 21% |
| Annual Report Gross Expense Ratio | 0.17 | 0.81 | 21% |
| Fund Existence | 64 years | 9 years | - |
| Gain YTD | -4.959 | -1.962 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 823M | 18,591% |
| Annual Yield % from dividends | 1.20 | 0.78 | 154% |
| Returns for 1 year | 2.79 | 5.35 | 52% |
| Returns for 3 years | 14.28 | 15.86 | 90% |
| Returns for 5 years | 81.36 | 129.25 | 63% |
| Returns for 10 years | 97.53 | N/A | - |
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