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NAESX vs SZCAX
NAESX vs SZCAX Comparison
Open Charts NAESX vs SZCAX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
NAESX vs SZCAX Comparison Chart in %
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NAESX vs. SZCAX commentary
Feb 05, 2026
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 (1.11B). NAESX pays higher dividends than SZCAX: NAESX (1.16) vs SZCAX (0.00). NAESX was incepted earlier than SZCAX: NAESX (65 years) vs SZCAX (25 years). SZCAX (1.17) is less costly to investors than NAESX (0.17). SZCAX is a more actively managed with annual turnover of: 16.00 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 : 10.68 vs. SZCAX (4.04). SZCAX return over 5 years is better than : 38.40 vs. NAESX (31.77).
| 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 | 25 years | - |
| Gain YTD | 5.519 | 4.748 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.11B | 14,568% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 10.68 | 4.04 | 265% |
| Returns for 3 years | 33.00 | 23.75 | 139% |
| Returns for 5 years | 31.77 | 38.40 | 83% |
| Returns for 10 years | 185.98 | 156.64 | 119% |
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