Ad is loading...
NAESX vs RTOUX
NAESX vs RTOUX Comparison
Open Charts NAESX vs RTOUX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Russell Inv Tax-Managed US Mid&Sm Cap M
Price$40.76
Change-$0.99 (-2.37%)
VolumeN/A
Net Assets1.63B
NAESX vs RTOUX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. RTOUX commentary
Feb 23, 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: 161B vs. RTOUX (1.63B). 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 : 11.22 vs. RTOUX (3.89). NAESX return over 5 years is better than : 44.30 vs. RTOUX (34.60).
| 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 | -0.321 | -1.925 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.63B | 9,853% |
| Annual Yield % from dividends | 1.31 | 0.18 | 723% |
| Returns for 1 year | 11.22 | 3.89 | 288% |
| Returns for 3 years | 18.76 | 10.09 | 186% |
| Returns for 5 years | 44.30 | 34.60 | 128% |
| Returns for 10 years | 105.17 | N/A | - |