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DCZRX vs NAESX
DCZRX vs NAESX Comparison
Open Charts DCZRX vs NAESX
Macquarie Small Cap Core R6
Price$31.73
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets6.81B
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
DCZRX vs NAESX Comparison Chart in %
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DCZRX vs. NAESX commentary
Sep 10, 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 DCZRX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. DCZRX (6.81B). NAESX pays higher dividends than DCZRX: NAESX (1.20) vs DCZRX (0.68). DCZRX was incepted earlier than NAESX: DCZRX (9 years) vs NAESX (65 years). DCZRX (0.68) is less costly to investors than NAESX (0.17). DCZRX is a more actively managed with annual turnover of: 26.00 vs. NAESX (13.00). DCZRX has a lower initial minimum investment than NAESX: DCZRX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 15.53 vs. DCZRX (10.38). NAESX return over 5 years is better than : 68.06 vs. DCZRX (49.16).
| DCZRX | NAESX | DCZRX / NAESX | |
| Total Expense Ratio | 0.68 | 0.17 | 400% |
| Annual Report Gross Expense Ratio | 0.68 | 0.17 | 400% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | 4.306 | 6.625 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.81B | 161B | 4% |
| Annual Yield % from dividends | 0.68 | 1.20 | 57% |
| Returns for 1 year | 10.38 | 15.53 | 67% |
| Returns for 3 years | 16.57 | 32.39 | 51% |
| Returns for 5 years | 49.16 | 68.06 | 72% |
| Returns for 10 years | N/A | 133.63 | - |
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