Interact to see
Advertisement
Advertisement
NAESX vs SZCRX
NAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRX
Vanguard Small Cap Index I
Price$117.25
Change+$1.42 (+1.23%)
VolumeN/A
Net Assets153.28B
NAESX vs SZCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SZCRX commentary
Jul 24, 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: 153B vs. SZCRX (943M). NAESX pays higher dividends than SZCRX: NAESX (1.28) vs SZCRX (0.77). 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 : 8.54 vs. NAESX (6.82). SZCRX return over 5 years is better than : 100.99 vs. NAESX (61.32).
| 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 | 0.745 | 4.380 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 943M | 16,225% |
| Annual Yield % from dividends | 1.28 | 0.77 | 165% |
| Returns for 1 year | 6.82 | 8.54 | 80% |
| Returns for 3 years | 30.98 | 27.75 | 112% |
| Returns for 5 years | 61.32 | 100.99 | 61% |
| Returns for 10 years | 110.65 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement