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NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$122.98
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
NAESX vs SZCIX Comparison Chart in %
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NAESX vs. SZCIX commentary
Oct 21, 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 SZCIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SZCIX (1.04B). NAESX pays higher dividends than SZCIX: NAESX (1.23) vs SZCIX (0.67). NAESX was incepted earlier than SZCIX: NAESX (65 years) vs SZCIX (9 years). SZCIX (0.88) is less costly to investors than NAESX (0.17). SZCIX is a more actively managed with annual turnover of: 29.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SZCIX: NAESX (3000) vs SZCIX (1000000). SZCIX annual gain was more profitable for investors over the last year : 5.78 vs. NAESX (4.92). SZCIX return over 5 years is better than : 88.11 vs. NAESX (55.28).
| NAESX | SZCIX | NAESX / SZCIX | |
| Total Expense Ratio | 0.17 | 0.88 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 0.88 | 19% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | 5.577 | 6.524 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.04B | 15,607% |
| Annual Yield % from dividends | 1.23 | 0.67 | 182% |
| Returns for 1 year | 4.92 | 5.78 | 85% |
| Returns for 3 years | 41.91 | 29.34 | 143% |
| Returns for 5 years | 55.28 | 88.11 | 63% |
| Returns for 10 years | 130.16 | N/A | - |
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