NAESX
Price
$115.41
Change
-$4.89 (-4.06%)
Updated
Dec 18 closing price
SZCRX
Price
$50.43
Change
-$2.76 (-5.19%)
Updated
Dec 18 closing price
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NAESX vs SZCRX

Header iconNAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRXBanner chart's image
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
DWS Small Cap Core R6
Price$50.43
Change-$2.76 (-5.19%)
VolumeN/A
CapitalizationN/A
NAESX vs SZCRX Comparison Chart
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NAESX vs. SZCRX 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 SZCRX is a Hold.

FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. SZCRX (885M). NAESX pays higher dividends than SZCRX: NAESX (1.31) vs SZCRX (0.76). NAESX was incepted earlier than SZCRX: NAESX (64 years) vs SZCRX (9 years). NAESX (12.00) and SZCRX (12.00) have comparable annual turnover. SZCRX has a lower initial minimum investment than NAESX: SZCRX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. SZCRX (15.23). SZCRX return over 5 years is better than : 78.48 vs. NAESX (53.79).
NAESXSZCRXNAESX / SZCRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence64 years9 years-
Gain YTD17.99414.906121%
Front LoadN/AN/A-
Min. Initial Investment30000-
Min. Initial Investment IRAN/AN/A-
Net Assets167B885M18,870%
Annual Yield % from dividends1.310.76172%
Returns for 1 year19.5415.23128%
Returns for 3 years15.7117.3591%
Returns for 5 years53.7978.4869%
Returns for 10 years124.30N/A-
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