Interact to see
Advertisement
Advertisement
NAESX vs SZCIX
NAESX vs SZCIX Comparison
Open Charts NAESX vs SZCIX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
NAESX vs SZCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SZCIX commentary
Sep 08, 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: 161B vs. SZCIX (1.03B). NAESX pays higher dividends than SZCIX: NAESX (1.20) vs SZCIX (0.66). 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 : 14.81 vs. NAESX (13.62). SZCIX return over 5 years is better than : 106.64 vs. NAESX (66.60).
| 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 | 6.494 | 9.439 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.03B | 15,601% |
| Annual Yield % from dividends | 1.20 | 0.66 | 180% |
| Returns for 1 year | 13.62 | 14.81 | 92% |
| Returns for 3 years | 39.23 | 33.70 | 116% |
| Returns for 5 years | 66.60 | 106.64 | 62% |
| Returns for 10 years | 132.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement