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NAESX vs RTOUX
NAESX vs RTOUX Comparison
Open Charts NAESX vs RTOUX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Russell Inv Tax-Managed US Mid&Sm Cap M
Price$41.60
Change-$2.08 (-4.76%)
VolumeN/A
CapitalizationN/A
NAESX vs RTOUX Comparison Chart
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NAESX vs. RTOUX commentary
Dec 19, 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 Hold and RTOUX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. RTOUX (1.72B). NAESX pays higher dividends than RTOUX: NAESX (1.31) vs RTOUX (0.18). NAESX was incepted earlier than RTOUX: NAESX (64 years) vs RTOUX (8 years). RTOUX is a more actively managed with annual turnover of: 71.00 vs. NAESX (12.00). RTOUX has a lower initial minimum investment than NAESX: RTOUX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. RTOUX (16.10). NAESX return over 5 years is better than : 53.79 vs. RTOUX (47.31).
| NAESX | RTOUX | NAESX / RTOUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 8 years | - |
| Gain YTD | 17.994 | 13.166 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.72B | 9,715% |
| Annual Yield % from dividends | 1.31 | 0.18 | 723% |
| Returns for 1 year | 19.54 | 16.10 | 121% |
| Returns for 3 years | 15.71 | 11.14 | 141% |
| Returns for 5 years | 53.79 | 47.31 | 114% |
| Returns for 10 years | 124.30 | N/A | - |
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