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NAESX vs ZSCIX
NAESX vs ZSCIX Comparison
Open Charts NAESX vs ZSCIX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Zacks Small-Cap Core Institutional
Price$29.95
Change-$0.66 (-2.16%)
VolumeN/A
Net Assets27.52M
NAESX vs ZSCIX Comparison Chart
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NAESX vs. ZSCIX commentary
Jun 15, 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 Buy and ZSCIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. ZSCIX (27.5M). NAESX pays higher dividends than ZSCIX: NAESX (1.35) vs ZSCIX (0.00). NAESX was incepted earlier than ZSCIX: NAESX (65 years) vs ZSCIX (11 years). ZSCIX (1.46) is less costly to investors than NAESX (0.17). ZSCIX is a more actively managed with annual turnover of: 135.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than ZSCIX: NAESX (3000) vs ZSCIX (5000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. ZSCIX (-13.99). NAESX return over 5 years is better than : 63.19 vs. ZSCIX (50.50).
| NAESX | ZSCIX | NAESX / ZSCIX | |
| Total Expense Ratio | 0.17 | 1.14 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.46 | 12% |
| Fund Existence | 65 years | 11 years | - |
| Gain YTD | -4.390 | -4.739 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 27.5M | 538,182% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | -13.99 | -37% |
| Returns for 3 years | 31.28 | 2.53 | 1,235% |
| Returns for 5 years | 63.19 | 50.50 | 125% |
| Returns for 10 years | 92.88 | 21.82 | 426% |
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