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NAESX vs RTOUX
NAESX vs RTOUX Comparison
Open Charts NAESX vs RTOUX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Russell Inv Tax-Managed US Mid&Sm Cap M
Price$42.46
Change+$0.15 (+0.35%)
VolumeN/A
Net Assets1.7B
NAESX vs RTOUX Comparison Chart
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NAESX vs. RTOUX commentary
Jan 19, 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 RTOUX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. RTOUX (1.7B). 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 : 21.23 vs. RTOUX (14.02). NAESX return over 5 years is better than : 48.81 vs. RTOUX (39.26).
| 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 | 3.370 | 2.166 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.7B | 9,145% |
| Annual Yield % from dividends | 1.31 | 0.18 | 723% |
| Returns for 1 year | 21.23 | 14.02 | 151% |
| Returns for 3 years | 17.16 | 8.96 | 191% |
| Returns for 5 years | 48.81 | 39.26 | 124% |
| Returns for 10 years | 126.44 | N/A | - |