Interact to see
Advertisement
Advertisement
NAESX vs SZCAX
NAESX vs SZCAX Comparison
Open Charts NAESX vs SZCAX
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
NAESX vs SZCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SZCAX commentary
Sep 29, 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 Buy and SZCAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SZCAX (1.05B). NAESX pays higher dividends than SZCAX: NAESX (1.20) vs SZCAX (0.39). NAESX was incepted earlier than SZCAX: NAESX (65 years) vs SZCAX (24 years). SZCAX (1.17) is less costly to investors than NAESX (0.17). SZCAX is a more actively managed with annual turnover of: 29.00 vs. NAESX (13.00). SZCAX has a lower initial minimum investment than NAESX: SZCAX (1000) vs NAESX (3000). SZCAX annual gain was more profitable for investors over the last year : 10.71 vs. NAESX (8.00). SZCAX return over 5 years is better than : 109.90 vs. NAESX (71.48).
| NAESX | SZCAX | NAESX / SZCAX | |
| Total Expense Ratio | 0.17 | 1.17 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.17 | 15% |
| Fund Existence | 65 years | 24 years | - |
| Gain YTD | 6.199 | 7.774 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.05B | 15,363% |
| Annual Yield % from dividends | 1.20 | 0.39 | 307% |
| Returns for 1 year | 8.00 | 10.71 | 75% |
| Returns for 3 years | 50.66 | 38.82 | 130% |
| Returns for 5 years | 71.48 | 109.90 | 65% |
| Returns for 10 years | 148.14 | 113.79 | 130% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement