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NAESX vs RTOUX
NAESX vs RTOUX Comparison
Open Charts NAESX vs RTOUX
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
Russell Inv Tax-Managed US Mid&Sm Cap M
Price$34.96
Change+$0.44 (+1.27%)
VolumeN/A
Net Assets1.39B
NAESX vs RTOUX Comparison Chart
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NAESX vs. RTOUX commentary
Apr 12, 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 RTOUX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. RTOUX (1.39B). NAESX pays higher dividends than RTOUX: NAESX (1.39) vs RTOUX (0.90). NAESX was incepted earlier than RTOUX: NAESX (65 years) vs RTOUX (8 years). RTOUX (1.26) is less costly to investors than NAESX (0.17). RTOUX is a more actively managed with annual turnover of: 49.00 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 : -7.81 vs. RTOUX (-13.65). NAESX return over 5 years is better than : 63.69 vs. RTOUX (51.04).
| NAESX | RTOUX | NAESX / RTOUX | |
| Total Expense Ratio | 0.17 | 1.11 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.26 | 13% |
| Fund Existence | 65 years | 8 years | - |
| Gain YTD | -15.507 | -16.939 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.39B | 10,310% |
| Annual Yield % from dividends | 1.39 | 0.90 | 155% |
| Returns for 1 year | -7.81 | -13.65 | 57% |
| Returns for 3 years | -0.30 | -5.94 | 5% |
| Returns for 5 years | 63.69 | 51.04 | 125% |
| Returns for 10 years | 70.97 | N/A | - |
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