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NAESX vs TRCSX
NAESX vs TRCSX Comparison
Open Charts NAESX vs TRCSX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Small-Cap Index I
Price$15.65
Change-$0.72 (-4.40%)
VolumeN/A
CapitalizationN/A
NAESX vs TRCSX Comparison Chart
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NAESX vs. TRCSX 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 TRCSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. TRCSX (214M). NAESX pays higher dividends than TRCSX: NAESX (1.31) vs TRCSX (1.21). NAESX was incepted earlier than TRCSX: NAESX (64 years) vs TRCSX (9 years). TRCSX is a more actively managed with annual turnover of: 27.20 vs. NAESX (12.00). NAESX has a lower initial minimum investment than TRCSX: NAESX (3000) vs TRCSX (500000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. TRCSX (17.37). NAESX return over 5 years is better than : 53.79 vs. TRCSX (41.20).
| NAESX | TRCSX | NAESX / TRCSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 9 years | - |
| Gain YTD | 17.994 | 14.689 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 214M | 78,037% |
| Annual Yield % from dividends | 1.31 | 1.21 | 109% |
| Returns for 1 year | 19.54 | 17.37 | 113% |
| Returns for 3 years | 15.71 | 10.07 | 156% |
| Returns for 5 years | 53.79 | 41.20 | 131% |
| Returns for 10 years | 124.30 | N/A | - |
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