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NAESX vs SZCRX
NAESX vs SZCRX Comparison
Open Charts NAESX vs SZCRX
Vanguard Small Cap Index I
Price$130.44
Change+$0.04 (+0.03%)
VolumeN/A
Net Assets162.31B
NAESX vs SZCRX Comparison Chart in %
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NAESX vs. SZCRX commentary
Feb 05, 2026
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 Buy and SZCRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SZCRX (1.11B). NAESX pays higher dividends than SZCRX: NAESX (1.16) vs SZCRX (0.60). NAESX was incepted earlier than SZCRX: NAESX (65 years) vs SZCRX (10 years). SZCRX (0.81) is less costly to investors than NAESX (0.17). SZCRX is a more actively managed with annual turnover of: 16.00 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 : 9.85 vs. SZCRX (3.57). SZCRX return over 5 years is better than : 40.00 vs. NAESX (30.43).
| 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 | 10 years | - |
| Gain YTD | 5.551 | 5.215 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.11B | 14,621% |
| Annual Yield % from dividends | 1.16 | 0.60 | 193% |
| Returns for 1 year | 9.85 | 3.57 | 276% |
| Returns for 3 years | 33.04 | 25.69 | 129% |
| Returns for 5 years | 30.43 | 40.00 | 76% |
| Returns for 10 years | 186.07 | N/A | - |
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