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NAESX vs RPMAX
NAESX vs RPMAX Comparison
Open Charts NAESX vs RPMAX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Reinhart Genesis PMV Investor
Price$14.98
Change-$0.33 (-2.16%)
VolumeN/A
Net Assets519.94M
NAESX vs RPMAX Comparison Chart
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NAESX vs. RPMAX commentary
Jun 15, 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 StrongBuy and RPMAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. RPMAX (520M). NAESX pays higher dividends than RPMAX: NAESX (1.35) 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 : 6.92 vs. RPMAX (0.36). RPMAX return over 5 years is better than : 75.88 vs. NAESX (65.86).
| 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 | -2.825 | -3.892 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 520M | 28,462% |
| Annual Yield % from dividends | 1.35 | 0.11 | 1,265% |
| Returns for 1 year | 6.92 | 0.36 | 1,926% |
| Returns for 3 years | 33.42 | 33.27 | 100% |
| Returns for 5 years | 65.86 | 75.88 | 87% |
| Returns for 10 years | 96.04 | N/A | - |
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