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NAESX vs SZCAX
NAESX vs SZCAX Comparison
Open Charts NAESX vs SZCAX
Vanguard Small Cap Index I
Price$117.92
Change-$0.23 (-0.19%)
VolumeN/A
Net Assets154.18B
NAESX vs SZCAX Comparison Chart in %
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NAESX vs. SZCAX commentary
Aug 20, 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 Hold and SZCAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SZCAX (985M). NAESX pays higher dividends than SZCAX: NAESX (1.25) vs SZCAX (0.41). 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 : 10.94 vs. NAESX (8.00). SZCAX return over 5 years is better than : 91.67 vs. NAESX (59.17).
| 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 | 2.563 | 5.919 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 985M | 15,635% |
| Annual Yield % from dividends | 1.25 | 0.41 | 303% |
| Returns for 1 year | 8.00 | 10.94 | 73% |
| Returns for 3 years | 24.01 | 22.37 | 107% |
| Returns for 5 years | 59.17 | 91.67 | 65% |
| Returns for 10 years | 124.48 | 100.03 | 124% |
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