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NAESX vs RTOUX
NAESX vs RTOUX Comparison
Open Charts NAESX vs RTOUX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Russell Inv Tax-Managed US Mid&Sm Cap M
Price$41.40
Change+$0.30 (+0.73%)
VolumeN/A
Net Assets1.69B
NAESX vs RTOUX Comparison Chart in %
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NAESX vs. RTOUX 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 NAESX is a StrongBuy and RTOUX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. RTOUX (1.69B). NAESX pays higher dividends than RTOUX: NAESX (1.28) vs RTOUX (0.84). 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 : 12.22 vs. RTOUX (5.68). NAESX return over 5 years is better than : 69.32 vs. RTOUX (60.00).
| 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 | 1.432 | -0.385 | -372% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.69B | 8,752% |
| Annual Yield % from dividends | 1.28 | 0.84 | 151% |
| Returns for 1 year | 12.22 | 5.68 | 215% |
| Returns for 3 years | 37.83 | 28.56 | 132% |
| Returns for 5 years | 69.32 | 60.00 | 116% |
| Returns for 10 years | 108.83 | N/A | - |
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