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CALRX vs NAESX
CALRX vs NAESX Comparison
Open Charts CALRX vs NAESX
Vanguard Small Cap Index I
Price$110.83
Change+$0.56 (+0.51%)
VolumeN/A
Net Assets147.56B
CALRX vs NAESX Comparison Chart in %
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CALRX vs. NAESX commentary
Jun 19, 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 CALRX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. CALRX (2.5B). NAESX pays higher dividends than CALRX: NAESX (1.35) vs CALRX (0.32). CALRX was incepted earlier than NAESX: CALRX (6 years) vs NAESX (65 years). CALRX (0.86) is less costly to investors than NAESX (0.17). CALRX is a more actively managed with annual turnover of: 32.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than CALRX: NAESX (3000) vs CALRX (5000000). NAESX annual gain was more profitable for investors over the last year : 5.84 vs. CALRX (3.32). NAESX return over 5 years is better than : 60.15 vs. CALRX (44.03).
| CALRX | NAESX | CALRX / NAESX | |
| Total Expense Ratio | 0.86 | 0.17 | 506% |
| Annual Report Gross Expense Ratio | 0.86 | 0.17 | 506% |
| Fund Existence | 6 years | 65 years | - |
| Gain YTD | -4.842 | -4.155 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 148B | 2% |
| Annual Yield % from dividends | 0.32 | 1.35 | 24% |
| Returns for 1 year | 3.32 | 5.84 | 57% |
| Returns for 3 years | 25.99 | 34.88 | 75% |
| Returns for 5 years | 44.03 | 60.15 | 73% |
| Returns for 10 years | N/A | 91.64 | - |
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