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NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
NAESX vs SZCIX Comparison Chart in %
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NAESX vs. SZCIX commentary
Nov 14, 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 (1.08B). NAESX pays higher dividends than SZCIX: NAESX (1.22) 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 : 1.42 vs. SZCIX (-0.58). SZCIX return over 5 years is better than : 75.81 vs. NAESX (48.22).
| 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 | 6.726 | 4.402 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.08B | 15,000% |
| Annual Yield % from dividends | 1.22 | 0.70 | 175% |
| Returns for 1 year | 1.42 | -0.58 | -245% |
| Returns for 3 years | 33.14 | 23.89 | 139% |
| Returns for 5 years | 48.22 | 75.81 | 64% |
| Returns for 10 years | 137.58 | N/A | - |
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