Interact to see
Advertisement
Advertisement
NAESX vs SZCRX
NAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
NAESX vs SZCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SZCRX commentary
Aug 16, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SZCRX (976M). NAESX pays higher dividends than SZCRX: NAESX (1.25) vs SZCRX (0.78). 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 : 12.07 vs. NAESX (9.55). SZCRX return over 5 years is better than : 92.96 vs. NAESX (58.12).
| 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 | 2.876 | 5.807 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 976M | 15,779% |
| Annual Yield % from dividends | 1.25 | 0.78 | 161% |
| Returns for 1 year | 9.55 | 12.07 | 79% |
| Returns for 3 years | 20.84 | 22.51 | 93% |
| Returns for 5 years | 58.12 | 92.96 | 63% |
| Returns for 10 years | 113.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement