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NAESX vs RPMAX
NAESX vs RPMAX Comparison
Open Charts NAESX vs RPMAX
Vanguard Small Cap Index I
Price$108.59
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
Reinhart Genesis PMV Investor
Price$14.90
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets516.24M
NAESX vs RPMAX Comparison Chart
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NAESX vs. RPMAX commentary
May 23, 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 Buy and RPMAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. RPMAX (516M). NAESX pays higher dividends than RPMAX: NAESX (1.43) vs RPMAX (0.11). NAESX was incepted earlier than RPMAX: NAESX (65 years) vs RPMAX (7 years). RPMAX (1.50) is less costly to investors than NAESX (0.17). RPMAX is a more actively managed with annual turnover of: 21.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than RPMAX: NAESX (3000) vs RPMAX (5000). NAESX annual gain was more profitable for investors over the last year : 1.75 vs. RPMAX (-1.18). RPMAX return over 5 years is better than : 87.42 vs. NAESX (67.31).
| NAESX | RPMAX | NAESX / RPMAX | |
| Total Expense Ratio | 0.17 | 1.20 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.50 | 11% |
| Fund Existence | 65 years | 7 years | - |
| Gain YTD | -5.554 | -2.950 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 516M | 27,132% |
| Annual Yield % from dividends | 1.43 | 0.11 | 1,273% |
| Returns for 1 year | 1.75 | -1.18 | -148% |
| Returns for 3 years | 22.26 | 28.88 | 77% |
| Returns for 5 years | 67.31 | 87.42 | 77% |
| Returns for 10 years | 90.72 | N/A | - |
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