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NAESX vs SZCRX
NAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
NAESX vs SZCRX Comparison Chart in %
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NAESX vs. SZCRX commentary
Jul 28, 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: 153B vs. SZCRX (932M). 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). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. SZCRX (7.27). SZCRX return over 5 years is better than : 102.92 vs. NAESX (66.66).
| 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 | 2.781 | 4.756 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 932M | 16,416% |
| Annual Yield % from dividends | 1.28 | 0.77 | 165% |
| Returns for 1 year | 8.46 | 7.27 | 116% |
| Returns for 3 years | 34.15 | 26.74 | 128% |
| Returns for 5 years | 66.66 | 102.92 | 65% |
| Returns for 10 years | 114.71 | N/A | - |
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