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NAESX vs RBRCX
NAESX vs RBRCX Comparison
Open Charts NAESX vs RBRCX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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NAESX vs RBRCX Comparison Chart
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NAESX vs. RBRCX commentary
Sep 21, 2024
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 NAESX is a StrongBuy and RBRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. RBRCX (42.1M). NAESX pays higher dividends than RBRCX: NAESX (1.31) vs RBRCX (0.34). NAESX was incepted earlier than RBRCX: NAESX (64 years) vs RBRCX (8 years). RBRCX is a more actively managed with annual turnover of: 41.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than RBRCX: NAESX (3000) vs RBRCX (250000). NAESX annual gain was more profitable for investors over the last year : 25.47 vs. RBRCX (16.99). NAESX return over 5 years is better than : 53.25 vs. RBRCX (-46.14).
| NAESX | RBRCX | NAESX / RBRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 8 years | - |
| Gain YTD | 10.861 | 10.932 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 42.1M | 353,919% |
| Annual Yield % from dividends | 1.31 | 0.34 | 390% |
| Returns for 1 year | 25.47 | 16.99 | 150% |
| Returns for 3 years | 8.84 | -50.21 | -18% |
| Returns for 5 years | 53.25 | -46.14 | -115% |
| Returns for 10 years | 120.79 | N/A | - |
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