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NAESX vs SZCRX
NAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRX
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
NAESX vs SZCRX Comparison Chart
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NAESX vs. SZCRX commentary
May 09, 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: 140B vs. SZCRX (825M). NAESX pays higher dividends than SZCRX: NAESX (1.43) vs SZCRX (0.83). 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 : 5.85 vs. NAESX (-0.09). SZCRX return over 5 years is better than : 120.41 vs. NAESX (65.08).
| 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 | -8.414 | -2.418 | 348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 825M | 16,970% |
| Annual Yield % from dividends | 1.43 | 0.83 | 173% |
| Returns for 1 year | -0.09 | 5.85 | -2% |
| Returns for 3 years | 20.27 | 20.38 | 99% |
| Returns for 5 years | 65.08 | 120.41 | 54% |
| Returns for 10 years | 87.81 | N/A | - |
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