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NAESX vs SZCRX
NAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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NAESX vs SZCRX Comparison Chart
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NAESX vs. SZCRX commentary
Sep 21, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SZCRX (844M). NAESX pays higher dividends than SZCRX: NAESX (1.31) vs SZCRX (0.76). NAESX was incepted earlier than SZCRX: NAESX (64 years) vs SZCRX (8 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 : 25.47 vs. SZCRX (18.30). SZCRX return over 5 years is better than : 81.76 vs. NAESX (53.25).
| NAESX | SZCRX | NAESX / SZCRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 8 years | - |
| Gain YTD | 10.861 | 6.629 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 844M | 17,654% |
| Annual Yield % from dividends | 1.31 | 0.76 | 172% |
| Returns for 1 year | 25.47 | 18.30 | 139% |
| Returns for 3 years | 8.84 | 11.93 | 74% |
| Returns for 5 years | 53.25 | 81.76 | 65% |
| Returns for 10 years | 120.79 | N/A | - |