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NAESX vs VRTIX
NAESX vs VRTIX Comparison
Open Charts NAESX vs VRTIX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Vanguard Russell 2000 Index I
Price$342.54
Change-$3.80 (-1.10%)
VolumeN/A
CapitalizationN/A
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NAESX vs VRTIX Comparison Chart
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NAESX vs. VRTIX 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 VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. VRTIX (10.8B). VRTIX (1.34) and NAESX (1.31) have matching dividends . NAESX was incepted earlier than VRTIX: NAESX (64 years) vs VRTIX (14 years). VRTIX is a more actively managed with annual turnover of: 15.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than VRTIX: NAESX (3000) vs VRTIX (5000000). NAESX annual gain was more profitable for investors over the last year : 25.47 vs. VRTIX (21.30). NAESX return over 5 years is better than : 53.25 vs. VRTIX (44.19).
| NAESX | VRTIX | NAESX / VRTIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 14 years | - |
| Gain YTD | 10.861 | 9.486 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 10.8B | 1,380% |
| Annual Yield % from dividends | 1.31 | 1.34 | 98% |
| Returns for 1 year | 25.47 | 21.30 | 120% |
| Returns for 3 years | 8.84 | -0.26 | -3,457% |
| Returns for 5 years | 53.25 | 44.19 | 120% |
| Returns for 10 years | 120.79 | 102.71 | 118% |
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