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NAESX vs SZCRX
NAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
NAESX vs SZCRX Comparison Chart in %
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NAESX vs. SZCRX commentary
Oct 19, 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 SZCRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SZCRX (1.04B). NAESX pays higher dividends than SZCRX: NAESX (1.23) vs SZCRX (0.74). NAESX was incepted earlier than SZCRX: NAESX (65 years) vs SZCRX (9 years). SZCRX (0.81) is less costly to investors than NAESX (0.17). SZCRX is a more actively managed with annual turnover of: 29.00 vs. NAESX (13.00). SZCRX has a lower initial minimum investment than NAESX: SZCRX (0) vs NAESX (3000). SZCRX annual gain was more profitable for investors over the last year : 5.87 vs. NAESX (4.92). SZCRX return over 5 years is better than : 88.74 vs. NAESX (55.28).
| NAESX | SZCRX | NAESX / SZCRX | |
| Total Expense Ratio | 0.17 | 0.81 | 21% |
| Annual Report Gross Expense Ratio | 0.17 | 0.81 | 21% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | 5.577 | 6.599 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.04B | 15,607% |
| Annual Yield % from dividends | 1.23 | 0.74 | 165% |
| Returns for 1 year | 4.92 | 5.87 | 84% |
| Returns for 3 years | 41.91 | 29.61 | 142% |
| Returns for 5 years | 55.28 | 88.74 | 62% |
| Returns for 10 years | 130.16 | N/A | - |
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