Ad is loading...
NAESX vs TRSEX
NAESX vs TRSEX Comparison
Open Charts NAESX vs TRSEX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Nuveen Quant Small Cap Equity Ret
Price$19.46
Change-$0.18 (-0.92%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
NAESX vs TRSEX Comparison Chart
Loading...
NAESX vs. TRSEX commentary
Sep 21, 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 StrongBuy and TRSEX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. TRSEX (3.48B). NAESX pays higher dividends than TRSEX: NAESX (1.31) vs TRSEX (0.80). NAESX was incepted earlier than TRSEX: NAESX (64 years) vs TRSEX (22 years). TRSEX is a more actively managed with annual turnover of: 75.00 vs. NAESX (12.00). TRSEX has a lower initial minimum investment than NAESX: TRSEX (0) vs NAESX (3000). TRSEX annual gain was more profitable for investors over the last year : 31.11 vs. NAESX (25.47). NAESX return over 5 years is better than : 53.25 vs. TRSEX (25.46).
| NAESX | TRSEX | NAESX / TRSEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 22 years | - |
| Gain YTD | 10.861 | 16.282 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 3.48B | 4,278% |
| Annual Yield % from dividends | 1.31 | 0.80 | 163% |
| Returns for 1 year | 25.47 | 31.11 | 82% |
| Returns for 3 years | 8.84 | -6.27 | -141% |
| Returns for 5 years | 53.25 | 25.46 | 209% |
| Returns for 10 years | 120.79 | 9.78 | 1,235% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers