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NAESX vs SZCCX
NAESX vs SZCCX Comparison
Open Charts NAESX vs SZCCX
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
NAESX vs SZCCX Comparison Chart in %
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NAESX vs. SZCCX commentary
Dec 28, 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 SZCCX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. SZCCX (1.1B). NAESX pays higher dividends than SZCCX: NAESX (1.21) vs SZCCX (0.10). NAESX was incepted earlier than SZCCX: NAESX (65 years) vs SZCCX (25 years). SZCCX (1.96) is less costly to investors than NAESX (0.17). SZCCX is a more actively managed with annual turnover of: 16.00 vs. NAESX (13.00). SZCCX has a lower initial minimum investment than NAESX: SZCCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 7.55 vs. SZCCX (2.35). SZCCX return over 5 years is better than : 43.22 vs. NAESX (36.08).
| NAESX | SZCCX | NAESX / SZCCX | |
| Total Expense Ratio | 0.17 | 1.96 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 1.96 | 9% |
| Fund Existence | 65 years | 25 years | - |
| Gain YTD | 9.616 | 3.858 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 1.1B | 14,805% |
| Annual Yield % from dividends | 1.21 | 0.10 | 1,168% |
| Returns for 1 year | 7.55 | 2.35 | 322% |
| Returns for 3 years | 45.02 | 23.91 | 188% |
| Returns for 5 years | 36.08 | 43.22 | 83% |
| Returns for 10 years | 141.47 | 95.25 | 149% |
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