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NAESX vs RTSAX
NAESX vs RTSAX Comparison
Open Charts NAESX vs RTSAX
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 A
Price$38.48
Change-$0.93 (-2.36%)
VolumeN/A
Net Assets1.63B
NAESX vs RTSAX Comparison Chart
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NAESX vs. RTSAX 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 RTSAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. RTSAX (1.63B). NAESX pays higher dividends than RTSAX: NAESX (1.31) vs RTSAX (0.00). NAESX was incepted earlier than RTSAX: NAESX (64 years) vs RTSAX (15 years). RTSAX is a more actively managed with annual turnover of: 71.00 vs. NAESX (12.00). RTSAX has a lower initial minimum investment than NAESX: RTSAX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 11.22 vs. RTSAX (3.52). NAESX return over 5 years is better than : 44.30 vs. RTSAX (32.92).
| NAESX | RTSAX | NAESX / RTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 15 years | - |
| Gain YTD | -0.321 | -1.987 | 16% |
| 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 | 0.00 | - |
| Returns for 1 year | 11.22 | 3.52 | 319% |
| Returns for 3 years | 18.76 | 9.22 | 203% |
| Returns for 5 years | 44.30 | 32.92 | 135% |
| Returns for 10 years | 105.17 | 81.44 | 129% |
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