NAESX
Price
$116.87
Change
+$0.97 (+0.84%)
Updated
Dec 24 closing price
VTMSX
Price
$95.67
Change
+$0.88 (+0.93%)
Updated
Dec 24 closing price
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NAESX vs VTMSX

Header iconNAESX vs VTMSX Comparison
Open Charts NAESX vs VTMSXBanner chart's image
Vanguard Small Cap Index I
Price$116.87
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Tax-Managed Small Cap Adm
Price$95.67
Change+$0.88 (+0.93%)
VolumeN/A
CapitalizationN/A
NAESX vs VTMSX Comparison Chart
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NAESX vs. VTMSX commentary
Dec 25, 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 VTMSX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. VTMSX (10.3B). VTMSX pays higher dividends than NAESX: VTMSX (1.49) vs NAESX (1.31). NAESX was incepted earlier than VTMSX: NAESX (64 years) vs VTMSX (26 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 annual gain was more profitable for investors over the last year : 14.57 vs. VTMSX (8.56). NAESX return over 5 years is better than : 49.05 vs. VTMSX (42.19).
NAESXVTMSXNAESX / VTMSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence64 years26 years-
Gain YTD14.7249.052163%
Front LoadN/AN/A-
Min. Initial Investment30001000030%
Min. Initial Investment IRAN/AN/A-
Net Assets167B10.3B1,621%
Annual Yield % from dividends1.311.4988%
Returns for 1 year14.578.56170%
Returns for 3 years9.944.04246%
Returns for 5 years49.0542.19116%
Returns for 10 years115.02110.67104%
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