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NAESX vs ZSCIX
NAESX vs ZSCIX Comparison
Open Charts NAESX vs ZSCIX
Vanguard Small Cap Index I
Price$110.83
Change+$0.56 (+0.51%)
VolumeN/A
Net Assets147.56B
Zacks Small-Cap Core Institutional
Price$30.15
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets27.6M
NAESX vs ZSCIX Comparison Chart in %
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NAESX vs. ZSCIX commentary
Jun 20, 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 Hold and ZSCIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. ZSCIX (27.6M). NAESX pays higher dividends than ZSCIX: NAESX (1.35) vs ZSCIX (0.00). NAESX was incepted earlier than ZSCIX: NAESX (65 years) vs ZSCIX (11 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 : 6.37 vs. ZSCIX (-13.86). NAESX return over 5 years is better than : 60.96 vs. ZSCIX (47.84).
| 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 | 11 years | - |
| Gain YTD | -3.668 | -4.103 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 27.6M | 536,232% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 6.37 | -13.86 | -46% |
| Returns for 3 years | 35.56 | 7.94 | 448% |
| Returns for 5 years | 60.96 | 47.84 | 127% |
| Returns for 10 years | 92.61 | 21.13 | 438% |
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