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CALRX vs NAESX
CALRX vs NAESX Comparison
Open Charts CALRX vs NAESX
Vanguard Small Cap Index I
Price$115.70
Change+$0.08 (+0.07%)
VolumeN/A
Net Assets153.28B
CALRX vs NAESX Comparison Chart in %
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CALRX vs. NAESX commentary
Aug 07, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. CALRX (2.43B). NAESX pays higher dividends than CALRX: NAESX (1.25) vs CALRX (0.33). CALRX was incepted earlier than NAESX: CALRX (7 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 : 12.68 vs. CALRX (2.42). NAESX return over 5 years is better than : 56.12 vs. CALRX (32.38).
| CALRX | NAESX | CALRX / NAESX | |
| Total Expense Ratio | 0.86 | 0.17 | 506% |
| Annual Report Gross Expense Ratio | 0.86 | 0.17 | 506% |
| Fund Existence | 7 years | 65 years | - |
| Gain YTD | -4.652 | 0.563 | -827% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.43B | 153B | 2% |
| Annual Yield % from dividends | 0.33 | 1.25 | 26% |
| Returns for 1 year | 2.42 | 12.68 | 19% |
| Returns for 3 years | 11.39 | 24.05 | 47% |
| Returns for 5 years | 32.38 | 56.12 | 58% |
| Returns for 10 years | N/A | 110.89 | - |
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