NAESX
Price
$146.03
Change
+$1.03 (+0.71%)
Updated
Aug 21 closing price
Net Assets
183.38B
SZCRX
Price
$58.45
Change
+$0.28 (+0.48%)
Updated
Aug 21 closing price
Net Assets
968.51M
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NAESX vs SZCRX

NAESX vs SZCRX Comparison Chart in %
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NAESX vs. SZCRX commentary
Aug 23, 2026

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.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. SZCRX (969M). NAESX pays higher dividends than SZCRX: NAESX (1.10) vs SZCRX (0.56). NAESX was incepted earlier than SZCRX: NAESX (66 years) vs SZCRX (10 years). SZCRX (0.79) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 17.00 vs. SZCRX (16.00). NAESX (0) and SZCRX (0) have matching initial minimum investment requirements. NAESX annual gain was more profitable for investors over the last year : 24.75 vs. SZCRX (9.32). NAESX return over 5 years is better than : 42.07 vs. SZCRX (34.68).
NAESXSZCRXNAESX / SZCRX
Total Expense Ratio0.170.7922%
Annual Report Gross Expense Ratio0.170.7922%
Fund Existence66 years10 years-
Gain YTD18.33912.059152%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets183B969M18,885%
Annual Yield % from dividends1.100.56196%
Returns for 1 year24.759.32266%
Returns for 3 years58.1738.30152%
Returns for 5 years42.0734.68121%
Returns for 10 years156.41128.43122%
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