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NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
DWS Small Cap Core Inst
Price$52.80
Change+$0.05 (+0.09%)
VolumeN/A
Net Assets931.95M
NAESX vs SZCIX Comparison Chart in %
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NAESX vs. SZCIX commentary
Jul 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 StrongBuy and SZCIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SZCIX (932M). NAESX pays higher dividends than SZCIX: NAESX (1.28) vs SZCIX (0.70). 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). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. SZCIX (7.18). SZCIX return over 5 years is better than : 102.28 vs. NAESX (66.66).
| 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 | 2.781 | 4.700 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 932M | 16,416% |
| Annual Yield % from dividends | 1.28 | 0.70 | 182% |
| Returns for 1 year | 8.46 | 7.18 | 118% |
| Returns for 3 years | 34.15 | 26.47 | 129% |
| Returns for 5 years | 66.66 | 102.28 | 65% |
| Returns for 10 years | 114.71 | N/A | - |
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