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NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
DWS Small Cap Core Inst
Price$53.25
Change-$0.08 (-0.15%)
VolumeN/A
Net Assets974.52M
NAESX vs SZCIX Comparison Chart in %
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NAESX vs. SZCIX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SZCIX (975M). NAESX pays higher dividends than SZCIX: NAESX (1.25) vs SZCIX (0.71). 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 : 11.81 vs. NAESX (9.15). SZCIX return over 5 years is better than : 92.06 vs. NAESX (57.53).
| 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 | 2.494 | 5.592 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 975M | 15,795% |
| Annual Yield % from dividends | 1.25 | 0.71 | 178% |
| Returns for 1 year | 9.15 | 11.81 | 77% |
| Returns for 3 years | 20.39 | 22.06 | 92% |
| Returns for 5 years | 57.53 | 92.06 | 62% |
| Returns for 10 years | 112.59 | N/A | - |
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