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NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
DWS Small Cap Core Inst
Price$50.57
Change-$0.53 (-1.04%)
VolumeN/A
Net Assets868.01M
NAESX vs SZCIX Comparison Chart
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NAESX vs. SZCIX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SZCIX (868M). NAESX pays higher dividends than SZCIX: NAESX (1.35) vs SZCIX (0.73). 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 : 11.17 vs. NAESX (5.19). SZCIX return over 5 years is better than : 109.10 vs. NAESX (63.19).
| 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 | -4.390 | 0.278 | -1,581% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 868M | 17,051% |
| Annual Yield % from dividends | 1.35 | 0.73 | 186% |
| Returns for 1 year | 5.19 | 11.17 | 47% |
| Returns for 3 years | 31.28 | 26.76 | 117% |
| Returns for 5 years | 63.19 | 109.10 | 58% |
| Returns for 10 years | 92.88 | N/A | - |
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