NAESX
Price
$120.74
Change
+$1.42 (+1.19%)
Updated
Jan 30 closing price
Net Assets
155.27B
SZCRX
Price
$53.46
Change
+$0.44 (+0.83%)
Updated
Jan 30 closing price
Net Assets
889.96M
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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$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
DWS Small Cap Core R6
Price$53.46
Change+$0.44 (+0.83%)
VolumeN/A
Net Assets889.96M
NAESX vs SZCRX Comparison Chart
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NAESX vs. SZCRX commentary
Jan 31, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SZCRX (890M). 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 : 20.30 vs. SZCRX (16.28). SZCRX return over 5 years is better than : 85.60 vs. NAESX (55.79).
NAESXSZCRXNAESX / SZCRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence64 years9 years-
Gain YTD3.6215.07371%
Front LoadN/AN/A-
Min. Initial Investment30000-
Min. Initial Investment IRAN/AN/A-
Net Assets155B890M17,416%
Annual Yield % from dividends1.310.76172%
Returns for 1 year20.3016.28125%
Returns for 3 years20.8122.7991%
Returns for 5 years55.7985.6065%
Returns for 10 years124.23N/A-
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