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NAESX vs RTOUX
NAESX vs RTOUX Comparison
Open Charts NAESX vs RTOUX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Russell Inv Tax-Managed US Mid&Sm Cap M
Price$38.91
Change-$0.71 (-1.79%)
VolumeN/A
Net Assets1.58B
NAESX vs RTOUX Comparison Chart
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NAESX vs. RTOUX commentary
Jun 16, 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 Buy and RTOUX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. RTOUX (1.58B). NAESX pays higher dividends than RTOUX: NAESX (1.35) vs RTOUX (0.88). NAESX was incepted earlier than RTOUX: NAESX (65 years) vs RTOUX (8 years). RTOUX (1.26) is less costly to investors than NAESX (0.17). RTOUX is a more actively managed with annual turnover of: 49.00 vs. NAESX (13.00). RTOUX has a lower initial minimum investment than NAESX: RTOUX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. RTOUX (-1.07). NAESX return over 5 years is better than : 63.19 vs. RTOUX (52.42).
| NAESX | RTOUX | NAESX / RTOUX | |
| Total Expense Ratio | 0.17 | 1.11 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.26 | 13% |
| Fund Existence | 65 years | 8 years | - |
| Gain YTD | -4.390 | -6.376 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.58B | 9,343% |
| Annual Yield % from dividends | 1.35 | 0.88 | 153% |
| Returns for 1 year | 5.19 | -1.07 | -484% |
| Returns for 3 years | 31.28 | 21.39 | 146% |
| Returns for 5 years | 63.19 | 52.42 | 121% |
| Returns for 10 years | 92.88 | N/A | - |
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