Ad is loading...
NAESX vs RTSAX
NAESX vs RTSAX Comparison
Open Charts NAESX vs RTSAX
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 A
Price$39.30
Change-$1.84 (-4.47%)
VolumeN/A
CapitalizationN/A
NAESX vs RTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. RTSAX 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 RTSAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. RTSAX (1.72B). 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 : 19.54 vs. RTSAX (14.37). NAESX return over 5 years is better than : 53.79 vs. RTSAX (43.85).
| 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 | 17.994 | 11.491 | 157% |
| 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 | 0.00 | - |
| Returns for 1 year | 19.54 | 14.37 | 136% |
| Returns for 3 years | 15.71 | 9.04 | 174% |
| Returns for 5 years | 53.79 | 43.85 | 123% |
| Returns for 10 years | 124.30 | 88.20 | 141% |
View a ticker or compare two or three
VS
VS
Ad is loading...