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NAESX vs ZSCIX
NAESX vs ZSCIX Comparison
Open Charts NAESX vs ZSCIX
Vanguard Small Cap Index I
Price$105.37
Change+$0.38 (+0.36%)
VolumeN/A
Net Assets139.54B
Zacks Small-Cap Core Institutional
Price$28.80
Change+$0.14 (+0.49%)
VolumeN/A
Net Assets26.76M
NAESX vs ZSCIX Comparison Chart
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NAESX vs. ZSCIX commentary
May 08, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. ZSCIX (26.8M). NAESX pays higher dividends than ZSCIX: NAESX (1.43) 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 : -0.80 vs. ZSCIX (-18.35). NAESX return over 5 years is better than : 64.48 vs. ZSCIX (49.06).
| 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 | -8.744 | -8.842 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 26.8M | 522,388% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | -0.80 | -18.35 | 4% |
| Returns for 3 years | 14.78 | -6.06 | -244% |
| Returns for 5 years | 64.48 | 49.06 | 131% |
| Returns for 10 years | 87.13 | 20.47 | 426% |
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