Interact to see
Advertisement
Advertisement
CALRX vs NAESX
CALRX vs NAESX Comparison
Open Charts CALRX vs NAESX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
CALRX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CALRX vs. NAESX commentary
Jul 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 CALRX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. CALRX (2.51B). NAESX pays higher dividends than CALRX: NAESX (1.28) vs CALRX (0.32). CALRX was incepted earlier than NAESX: CALRX (6 years) vs NAESX (65 years). CALRX (0.86) is less costly to investors than NAESX (0.17). CALRX is a more actively managed with annual turnover of: 32.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than CALRX: NAESX (3000) vs CALRX (5000000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. CALRX (9.76). NAESX return over 5 years is better than : 69.32 vs. CALRX (50.03).
| CALRX | NAESX | CALRX / NAESX | |
| Total Expense Ratio | 0.86 | 0.17 | 506% |
| Annual Report Gross Expense Ratio | 0.86 | 0.17 | 506% |
| Fund Existence | 6 years | 65 years | - |
| Gain YTD | 0.406 | 1.432 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.51B | 148B | 2% |
| Annual Yield % from dividends | 0.32 | 1.28 | 25% |
| Returns for 1 year | 9.76 | 12.22 | 80% |
| Returns for 3 years | 25.67 | 37.83 | 68% |
| Returns for 5 years | 50.03 | 69.32 | 72% |
| Returns for 10 years | N/A | 108.83 | - |