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CALRX vs NAESX
CALRX vs NAESX Comparison
Open Charts CALRX vs NAESX
Vanguard Small Cap Index I
Price$106.66
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
CALRX vs NAESX Comparison Chart
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CALRX vs. NAESX commentary
Mar 11, 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: 153B vs. CALRX (2.71B). NAESX pays higher dividends than CALRX: NAESX (1.20) vs CALRX (0.31). CALRX was incepted earlier than NAESX: CALRX (6 years) vs NAESX (64 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 (12.00). 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 : 4.55 vs. NAESX (2.54). NAESX return over 5 years is better than : 59.49 vs. CALRX (43.40).
| 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 | 64 years | - |
| Gain YTD | -1.731 | -4.959 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 153B | 2% |
| Annual Yield % from dividends | 0.31 | 1.20 | 26% |
| Returns for 1 year | 4.55 | 2.54 | 179% |
| Returns for 3 years | 13.52 | 15.65 | 86% |
| Returns for 5 years | 43.40 | 59.49 | 73% |
| Returns for 10 years | N/A | 100.54 | - |
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