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NAESX vs TSFIX
NAESX vs TSFIX Comparison
Open Charts NAESX vs TSFIX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Touchstone Small Cap Institutional
Price$15.58
Change-$0.57 (-3.53%)
VolumeN/A
CapitalizationN/A
NAESX vs TSFIX Comparison Chart
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NAESX vs. TSFIX 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 TSFIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. TSFIX (299M). NAESX pays higher dividends than TSFIX: NAESX (1.31) vs TSFIX (0.26). NAESX was incepted earlier than TSFIX: NAESX (64 years) vs TSFIX (15 years). TSFIX is a more actively managed with annual turnover of: 14.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than TSFIX: NAESX (3000) vs TSFIX (500000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. TSFIX (15.44). NAESX return over 5 years is better than : 53.79 vs. TSFIX (36.10).
| NAESX | TSFIX | NAESX / TSFIX | |
| 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 | 14.377 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 299M | 55,853% |
| Annual Yield % from dividends | 1.31 | 0.26 | 505% |
| Returns for 1 year | 19.54 | 15.44 | 127% |
| Returns for 3 years | 15.71 | 23.42 | 67% |
| Returns for 5 years | 53.79 | 36.10 | 149% |
| Returns for 10 years | 124.30 | -9.46 | -1,314% |
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