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NAESX vs VTMSX
NAESX vs VTMSX Comparison
Open Charts NAESX vs VTMSX
Vanguard Small Cap Index I
Price$106.43
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
Vanguard Tax-Managed Small Cap Adm
Price$89.54
Change-$1.55 (-1.70%)
VolumeN/A
CapitalizationN/A
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NAESX vs VTMSX Comparison Chart
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NAESX vs. VTMSX commentary
Sep 08, 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 Buy and VTMSX is a StrongSell.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. VTMSX (9.54B). VTMSX pays higher dividends than NAESX: VTMSX (1.49) vs NAESX (1.31). NAESX was incepted earlier than VTMSX: NAESX (64 years) vs VTMSX (25 years). VTMSX is a more actively managed with annual turnover of: 20.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than VTMSX: NAESX (3000) vs VTMSX (10000). NAESX (14.24) and VTMSX (13.94) have marching annual gain over last year. NAESX (48.80) and VTMSX (48.42) have equivalent 5 years return.
| NAESX | VTMSX | NAESX / VTMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 25 years | - |
| Gain YTD | 5.951 | 3.769 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000 | 30% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 9.54B | 1,563% |
| Annual Yield % from dividends | 1.31 | 1.49 | 88% |
| Returns for 1 year | 14.24 | 13.94 | 102% |
| Returns for 3 years | -0.41 | 0.59 | -70% |
| Returns for 5 years | 48.80 | 48.42 | 101% |
| Returns for 10 years | 102.77 | 110.15 | 93% |
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