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NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
NAESX vs SZCIX Comparison Chart in %
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NAESX vs. SZCIX commentary
Dec 27, 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 SZCIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. SZCIX (1.1B). NAESX pays higher dividends than SZCIX: NAESX (1.21) vs SZCIX (0.69). NAESX was incepted earlier than SZCIX: NAESX (65 years) vs SZCIX (10 years). SZCIX (0.88) is less costly to investors than NAESX (0.17). SZCIX is a more actively managed with annual turnover of: 16.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SZCIX: NAESX (3000) vs SZCIX (1000000). NAESX annual gain was more profitable for investors over the last year : 8.22 vs. SZCIX (4.31). SZCIX return over 5 years is better than : 52.91 vs. NAESX (36.35).
| 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 | 10 years | - |
| Gain YTD | 9.833 | 5.175 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 1.1B | 14,805% |
| Annual Yield % from dividends | 1.21 | 0.69 | 175% |
| Returns for 1 year | 8.22 | 4.31 | 191% |
| Returns for 3 years | 44.83 | 28.44 | 158% |
| Returns for 5 years | 36.35 | 52.91 | 69% |
| Returns for 10 years | 143.16 | N/A | - |