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NAESX vs ZSCIX
NAESX vs ZSCIX Comparison
Open Charts NAESX vs ZSCIX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Zacks Small-Cap Core Institutional
Price$30.71
Change-$1.04 (-3.28%)
VolumeN/A
Net Assets30.3M
NAESX vs ZSCIX Comparison Chart
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NAESX vs. ZSCIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. ZSCIX (30.3M). NAESX pays higher dividends than ZSCIX: NAESX (1.31) vs ZSCIX (0.00). NAESX was incepted earlier than ZSCIX: NAESX (64 years) vs ZSCIX (11 years). ZSCIX is a more actively managed with annual turnover of: 100.00 vs. NAESX (12.00). 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 : 11.22 vs. ZSCIX (-8.74). NAESX return over 5 years is better than : 44.30 vs. ZSCIX (18.53).
| NAESX | ZSCIX | NAESX / ZSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 11 years | - |
| Gain YTD | -0.321 | 0.986 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 30.3M | 531,353% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 11.22 | -8.74 | -128% |
| Returns for 3 years | 18.76 | -0.05 | -34,212% |
| Returns for 5 years | 44.30 | 18.53 | 239% |
| Returns for 10 years | 105.17 | 35.77 | 294% |
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