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NAESX vs SZCAX
NAESX vs SZCAX Comparison
Open Charts NAESX vs SZCAX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
NAESX vs SZCAX Comparison Chart in %
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NAESX vs. SZCAX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SZCAX (1.08B). NAESX pays higher dividends than SZCAX: NAESX (1.22) 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). NAESX annual gain was more profitable for investors over the last year : 1.42 vs. SZCAX (-0.90). SZCAX return over 5 years is better than : 73.03 vs. NAESX (48.22).
| 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 | 6.726 | 4.148 | 162% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.08B | 15,000% |
| Annual Yield % from dividends | 1.22 | 0.41 | 297% |
| Returns for 1 year | 1.42 | -0.90 | -159% |
| Returns for 3 years | 33.14 | 22.76 | 146% |
| Returns for 5 years | 48.22 | 73.03 | 66% |
| Returns for 10 years | 137.58 | 100.49 | 137% |
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