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NAESX vs VTSIX
NAESX vs VTSIX Comparison
Open Charts NAESX vs VTSIX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Vanguard Tax-Managed Small Cap I
Price$88.10
Change+$1.08 (+1.24%)
VolumeN/A
Net Assets8.46B
NAESX vs VTSIX Comparison Chart
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NAESX vs. VTSIX commentary
Jun 07, 2025
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 VTSIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. VTSIX (8.46B). VTSIX pays higher dividends than NAESX: VTSIX (1.68) vs NAESX (1.35). NAESX was incepted earlier than VTSIX: NAESX (65 years) vs VTSIX (26 years). NAESX (0.17) is less costly to investors than VTSIX (0.06). VTSIX is a more actively managed with annual turnover of: 14.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than VTSIX: NAESX (3000) vs VTSIX (5000000). NAESX annual gain was more profitable for investors over the last year : 5.13 vs. VTSIX (-0.77). NAESX return over 5 years is better than : 52.20 vs. VTSIX (46.45).
| NAESX | VTSIX | NAESX / VTSIX | |
| Total Expense Ratio | 0.17 | 0.06 | 283% |
| Annual Report Gross Expense Ratio | 0.17 | 0.06 | 283% |
| Fund Existence | 65 years | 26 years | - |
| Gain YTD | -4.086 | -7.622 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 8.46B | 1,750% |
| Annual Yield % from dividends | 1.35 | 1.68 | 80% |
| Returns for 1 year | 5.13 | -0.77 | -670% |
| Returns for 3 years | 16.63 | 3.46 | 481% |
| Returns for 5 years | 52.20 | 46.45 | 112% |
| Returns for 10 years | 96.08 | 85.91 | 112% |