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NAESX vs SZCRX
NAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
NAESX vs SZCRX Comparison Chart
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NAESX vs. SZCRX commentary
Apr 18, 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 Buy and SZCRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SZCRX (775M). NAESX pays higher dividends than SZCRX: NAESX (1.39) vs SZCRX (0.82). 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 (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 : 4.45 vs. NAESX (-2.42). SZCRX return over 5 years is better than : 129.11 vs. NAESX (66.71).
| 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 | -14.464 | -5.965 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 775M | 18,452% |
| Annual Yield % from dividends | 1.39 | 0.82 | 169% |
| Returns for 1 year | -2.42 | 4.45 | -54% |
| Returns for 3 years | 0.49 | 8.75 | 6% |
| Returns for 5 years | 66.71 | 129.11 | 52% |
| Returns for 10 years | 73.20 | N/A | - |
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