Interact to see
Advertisement
Advertisement
CALRX vs NAESX
CALRX vs NAESX Comparison
Open Charts CALRX vs NAESX
CALRX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CALRX vs. NAESX commentary
Jul 24, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 189B vs. CALRX (1.28B). NAESX pays higher dividends than CALRX: NAESX (1.07) vs CALRX (0.39). CALRX was incepted earlier than NAESX: CALRX (7 years) vs NAESX (66 years). CALRX (0.86) is less costly to investors than NAESX (0.17). CALRX is a more actively managed with annual turnover of: 34.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than CALRX: NAESX (0) vs CALRX (5000000). NAESX annual gain was more profitable for investors over the last year : 21.74 vs. CALRX (-9.04). NAESX return over 5 years is better than : 36.99 vs. CALRX (-6.45).
| 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 | 66 years | - |
| Gain YTD | 7.790 | 15.333 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 189B | 1% |
| Annual Yield % from dividends | 0.39 | 1.07 | 36% |
| Returns for 1 year | -9.04 | 21.74 | -42% |
| Returns for 3 years | -0.06 | 45.95 | -0% |
| Returns for 5 years | -6.45 | 36.99 | -17% |
| Returns for 10 years | N/A | 154.56 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement