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NAESX vs RPMIX
NAESX vs RPMIX Comparison
Open Charts NAESX vs RPMIX
Vanguard Small Cap Index I
Price$121.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Fund Instl
Price$10.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
NAESX vs RPMIX Comparison Chart
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NAESX vs. RPMIX commentary
Nov 22, 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 RPMIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. RPMIX (1.98B). NAESX pays higher dividends than RPMIX: NAESX (1.31) vs RPMIX (0.38). NAESX was incepted earlier than RPMIX: NAESX (64 years) vs RPMIX (13 years). RPMIX is a more actively managed with annual turnover of: 40.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than RPMIX: NAESX (3000) vs RPMIX (1000000). NAESX annual gain was more profitable for investors over the last year : 32.46 vs. RPMIX (19.74). NAESX return over 5 years is better than : 60.89 vs. RPMIX (12.25).
| NAESX | RPMIX | NAESX / RPMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 13 years | - |
| Gain YTD | 19.220 | 13.029 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.98B | 7,634% |
| Annual Yield % from dividends | 1.31 | 0.38 | 347% |
| Returns for 1 year | 32.46 | 19.74 | 164% |
| Returns for 3 years | 10.58 | -17.32 | -61% |
| Returns for 5 years | 60.89 | 12.25 | 497% |
| Returns for 10 years | 126.07 | -26.45 | -477% |
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