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HSZAX vs NAESX
HSZAX vs NAESX Comparison
Open Charts HSZAX vs NAESX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
HSZAX vs NAESX Comparison Chart in %
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HSZAX 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 HSZAX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HSZAX (5.9M). HSZAX pays higher dividends than NAESX: HSZAX (1.71) vs NAESX (1.28). HSZAX was incepted earlier than NAESX: HSZAX (27 years) vs NAESX (65 years). HSZAX (6.23) is less costly to investors than NAESX (0.17). HSZAX is a more actively managed with annual turnover of: 65.00 vs. NAESX (13.00). HSZAX has a lower initial minimum investment than NAESX: HSZAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. HSZAX (7.64). NAESX return over 5 years is better than : 69.32 vs. HSZAX (0.60).
| HSZAX | NAESX | HSZAX / NAESX | |
| Total Expense Ratio | 1.75 | 0.17 | 1,029% |
| Annual Report Gross Expense Ratio | 6.23 | 0.17 | 3,665% |
| Fund Existence | 27 years | 65 years | - |
| Gain YTD | 5.576 | 1.432 | 389% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.9M | 148B | 0% |
| Annual Yield % from dividends | 1.71 | 1.28 | 134% |
| Returns for 1 year | 7.64 | 12.22 | 62% |
| Returns for 3 years | -16.57 | 37.83 | -44% |
| Returns for 5 years | 0.60 | 69.32 | 1% |
| Returns for 10 years | -58.86 | 108.83 | -54% |
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