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HSZYX vs NAESX
HSZYX vs NAESX Comparison
Open Charts HSZYX vs NAESX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
HSZYX vs NAESX Comparison Chart in %
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HSZYX 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 HSZYX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. HSZYX (5.9M). HSZYX pays higher dividends than NAESX: HSZYX (1.73) vs NAESX (1.28). HSZYX was incepted earlier than NAESX: HSZYX (27 years) vs NAESX (65 years). HSZYX (5.98) is less costly to investors than NAESX (0.17). HSZYX is a more actively managed with annual turnover of: 65.00 vs. NAESX (13.00). HSZYX has a lower initial minimum investment than NAESX: HSZYX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. HSZYX (7.84). NAESX return over 5 years is better than : 69.32 vs. HSZYX (1.82).
| HSZYX | NAESX | HSZYX / NAESX | |
| Total Expense Ratio | 1.50 | 0.17 | 882% |
| Annual Report Gross Expense Ratio | 5.98 | 0.17 | 3,518% |
| Fund Existence | 27 years | 65 years | - |
| Gain YTD | 5.616 | 1.432 | 392% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.9M | 148B | 0% |
| Annual Yield % from dividends | 1.73 | 1.28 | 135% |
| Returns for 1 year | 7.84 | 12.22 | 64% |
| Returns for 3 years | -15.86 | 37.83 | -42% |
| Returns for 5 years | 1.82 | 69.32 | 3% |
| Returns for 10 years | -55.34 | 108.83 | -51% |
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