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NAESX vs ZSCIX
NAESX vs ZSCIX Comparison
Open Charts NAESX vs ZSCIX
Vanguard Small Cap Index I
Price$122.95
Change+$0.75 (+0.61%)
VolumeN/A
Net Assets161.26B
Zacks Small-Cap Core Institutional
Price$33.62
Change-$0.11 (-0.33%)
VolumeN/A
Net Assets29.85M
NAESX vs ZSCIX Comparison Chart in %
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NAESX vs. ZSCIX commentary
Oct 03, 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 ZSCIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. ZSCIX (29.9M). NAESX pays higher dividends than ZSCIX: NAESX (1.23) vs ZSCIX (0.00). NAESX was incepted earlier than ZSCIX: NAESX (65 years) vs ZSCIX (12 years). ZSCIX (1.46) is less costly to investors than NAESX (0.17). ZSCIX is a more actively managed with annual turnover of: 135.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than ZSCIX: NAESX (3000) vs ZSCIX (5000). NAESX annual gain was more profitable for investors over the last year : 8.97 vs. ZSCIX (-10.98). NAESX return over 5 years is better than : 65.19 vs. ZSCIX (53.28).
| NAESX | ZSCIX | NAESX / ZSCIX | |
| Total Expense Ratio | 0.17 | 1.14 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.46 | 12% |
| Fund Existence | 65 years | 12 years | - |
| Gain YTD | 6.352 | 7.284 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 29.9M | 538,462% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 8.97 | -10.98 | -82% |
| Returns for 3 years | 46.69 | 17.12 | 273% |
| Returns for 5 years | 65.19 | 53.28 | 122% |
| Returns for 10 years | 136.04 | 46.89 | 290% |
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