Interact to see
Advertisement
Advertisement
NAESX vs SZCRX
NAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
NAESX vs SZCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SZCRX commentary
Jul 07, 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 StrongBuy and SZCRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SZCRX (927M). NAESX pays higher dividends than SZCRX: NAESX (1.28) vs SZCRX (0.77). 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 : 16.94 vs. NAESX (12.22). SZCRX return over 5 years is better than : 118.22 vs. NAESX (69.32).
| 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 | 1.432 | 5.351 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 927M | 15,965% |
| Annual Yield % from dividends | 1.28 | 0.77 | 165% |
| Returns for 1 year | 12.22 | 16.94 | 72% |
| Returns for 3 years | 37.83 | 34.07 | 111% |
| Returns for 5 years | 69.32 | 118.22 | 59% |
| Returns for 10 years | 108.83 | N/A | - |