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CALRX vs NAESX
CALRX vs NAESX Comparison
Open Charts CALRX vs NAESX
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
CALRX vs NAESX Comparison Chart
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VS
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CALRX vs. NAESX commentary
May 10, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. CALRX (2.41B). NAESX pays higher dividends than CALRX: NAESX (1.43) vs CALRX (0.34). 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). CALRX annual gain was more profitable for investors over the last year : 1.56 vs. NAESX (0.38). NAESX return over 5 years is better than : 67.70 vs. CALRX (51.56).
| 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 | -4.598 | -6.963 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 140B | 2% |
| Annual Yield % from dividends | 0.34 | 1.43 | 24% |
| Returns for 1 year | 1.56 | 0.38 | 409% |
| Returns for 3 years | 19.05 | 22.74 | 84% |
| Returns for 5 years | 51.56 | 67.70 | 76% |
| Returns for 10 years | N/A | 91.12 | - |