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DSMZX vs NAESX
DSMZX vs NAESX Comparison
Open Charts DSMZX vs NAESX
Destinations Small-Mid Cap Equity Z
Price$9.74
Change+$0.09 (+0.93%)
VolumeN/A
Net Assets653.84M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
DSMZX vs NAESX Comparison Chart in %
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DSMZX vs. NAESX commentary
Jul 07, 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 DSMZX is a Hold and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. DSMZX (654M). DSMZX pays higher dividends than NAESX: DSMZX (2.27) vs NAESX (1.28). DSMZX was incepted earlier than NAESX: DSMZX (7 years) vs NAESX (65 years). DSMZX (0.99) is less costly to investors than NAESX (0.17). DSMZX is a more actively managed with annual turnover of: 129.00 vs. NAESX (13.00). DSMZX has a lower initial minimum investment than NAESX: DSMZX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. DSMZX (0.92). NAESX return over 5 years is better than : 69.32 vs. DSMZX (13.42).
| DSMZX | NAESX | DSMZX / NAESX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 7 years | 65 years | - |
| Gain YTD | 1.142 | 1.432 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 148B | 0% |
| Annual Yield % from dividends | 2.27 | 1.28 | 177% |
| Returns for 1 year | 0.92 | 12.22 | 8% |
| Returns for 3 years | 21.16 | 37.83 | 56% |
| Returns for 5 years | 13.42 | 69.32 | 19% |
| Returns for 10 years | N/A | 108.83 | - |
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