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NAESX vs RBRCX
NAESX vs RBRCX Comparison
Open Charts NAESX vs RBRCX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
NAESX vs RBRCX Comparison Chart
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NAESX vs. RBRCX commentary
Apr 05, 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 NAESX is a Hold and RBRCX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. RBRCX (34.3M). NAESX pays higher dividends than RBRCX: NAESX (1.39) vs RBRCX (0.86). NAESX was incepted earlier than RBRCX: NAESX (65 years) vs RBRCX (8 years). RBRCX (38.30) is less costly to investors than NAESX (0.17). RBRCX is a more actively managed with annual turnover of: 37.00 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 : 1.18 vs. RBRCX (-20.32). NAESX return over 5 years is better than : 115.68 vs. RBRCX (-31.55).
| NAESX | RBRCX | NAESX / RBRCX | |
| Total Expense Ratio | 0.17 | 0.83 | 20% |
| Annual Report Gross Expense Ratio | 0.17 | 38.30 | 0% |
| Fund Existence | 65 years | 8 years | - |
| Gain YTD | -5.833 | -7.164 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 34.3M | 446,064% |
| Annual Yield % from dividends | 1.39 | 0.86 | 163% |
| Returns for 1 year | 1.18 | -20.32 | -6% |
| Returns for 3 years | 6.44 | -32.56 | -20% |
| Returns for 5 years | 115.68 | -31.55 | -367% |
| Returns for 10 years | 90.61 | N/A | - |
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