NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
SZCRX
Price
$53.16
Change
+$0.50 (+0.95%)
Updated
Jul 3 closing price
Net Assets
926.94M
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NAESX vs SZCRX

Header iconNAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRXBanner chart's image
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
DWS Small Cap Core R6
Price$53.16
Change+$0.50 (+0.95%)
VolumeN/A
Net Assets926.94M
NAESX vs SZCRX Comparison Chart in %
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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.

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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).
NAESXSZCRXNAESX / SZCRX
Total Expense Ratio0.170.8121%
Annual Report Gross Expense Ratio0.170.8121%
Fund Existence65 years9 years-
Gain YTD1.4325.35127%
Front LoadN/AN/A-
Min. Initial Investment30000-
Min. Initial Investment IRAN/AN/A-
Net Assets148B927M15,965%
Annual Yield % from dividends1.280.77165%
Returns for 1 year12.2216.9472%
Returns for 3 years37.8334.07111%
Returns for 5 years69.32118.2259%
Returns for 10 years108.83N/A-
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