NAESX
Price
$111.99
Change
-$1.15 (-1.02%)
Updated
Jun 25 closing price
Net Assets
147.56B
SZCRX
Price
$51.41
Change
-$0.49 (-0.94%)
Updated
Jun 25 closing price
Net Assets
896.95M
Interact to see
Advertisement

NAESX vs SZCRX

Header iconNAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRXBanner chart's image
Vanguard Small Cap Index I
Price$111.99
Change-$1.15 (-1.02%)
VolumeN/A
Net Assets147.56B
DWS Small Cap Core R6
Price$51.41
Change-$0.49 (-0.94%)
VolumeN/A
Net Assets896.95M
NAESX vs SZCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
NAESX vs. SZCRX commentary
Jun 26, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SZCRX (897M). NAESX pays higher dividends than SZCRX: NAESX (1.35) vs SZCRX (0.80). 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 : 15.28 vs. NAESX (8.90). SZCRX return over 5 years is better than : 121.66 vs. NAESX (70.22).
NAESXSZCRXNAESX / SZCRX
Total Expense Ratio0.170.8121%
Annual Report Gross Expense Ratio0.170.8121%
Fund Existence65 years9 years-
Gain YTD-1.6602.854-58%
Front LoadN/AN/A-
Min. Initial Investment30000-
Min. Initial Investment IRAN/AN/A-
Net Assets148B897M16,499%
Annual Yield % from dividends1.350.80169%
Returns for 1 year8.9015.2858%
Returns for 3 years30.8531.9797%
Returns for 5 years70.22121.6658%
Returns for 10 years97.92N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
IBOC65.34-0.35
-0.53%
International Bancshares Corp
IFF74.23-0.49
-0.66%
International Flavors & Fragrances
EDUC1.31-0.01
-0.76%
Educational Development Corp
EGAN6.33-0.08
-1.25%
eGain Corp
PDM7.10-0.31
-4.18%
Piedmont Realty Trust Inc