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NAESX vs SZCRX
NAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRX
NAESX vs SZCRX Comparison Chart in %
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NAESX vs. SZCRX commentary
Jul 31, 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 Hold and SZCRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. SZCRX (1.04B). NAESX pays higher dividends than SZCRX: NAESX (1.07) vs SZCRX (0.53). 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 : 20.51 vs. SZCRX (11.36). NAESX return over 5 years is better than : 34.06 vs. SZCRX (32.35).
| NAESX | SZCRX | NAESX / SZCRX | |
| Total Expense Ratio | 0.17 | 0.79 | 22% |
| Annual Report Gross Expense Ratio | 0.17 | 0.79 | 22% |
| Fund Existence | 66 years | 10 years | - |
| Gain YTD | 13.801 | 11.139 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 189B | 1.04B | 18,138% |
| Annual Yield % from dividends | 1.07 | 0.53 | 202% |
| Returns for 1 year | 20.51 | 11.36 | 181% |
| Returns for 3 years | 41.82 | 34.27 | 122% |
| Returns for 5 years | 34.06 | 32.35 | 105% |
| Returns for 10 years | 150.35 | 128.34 | 117% |
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