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NAESX vs RTSAX
NAESX vs RTSAX Comparison
Open Charts NAESX vs RTSAX
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
Russell Inv Tax-Managed US Mid&Sm Cap A
Price$40.92
Change+$0.18 (+0.44%)
VolumeN/A
Net Assets1.78B
NAESX vs RTSAX Comparison Chart in %
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NAESX vs. RTSAX commentary
Sep 09, 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 Hold and RTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. RTSAX (1.78B). NAESX pays higher dividends than RTSAX: NAESX (1.20) vs RTSAX (0.49). NAESX was incepted earlier than RTSAX: NAESX (65 years) vs RTSAX (15 years). RTSAX (1.51) is less costly to investors than NAESX (0.17). RTSAX is a more actively managed with annual turnover of: 49.00 vs. NAESX (13.00). RTSAX has a lower initial minimum investment than NAESX: RTSAX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 15.53 vs. RTSAX (6.77). NAESX return over 5 years is better than : 68.06 vs. RTSAX (53.67).
| NAESX | RTSAX | NAESX / RTSAX | |
| Total Expense Ratio | 0.17 | 1.49 | 11% |
| Annual Report Gross Expense Ratio | 0.17 | 1.51 | 11% |
| Fund Existence | 65 years | 15 years | - |
| Gain YTD | 6.625 | 4.203 | 158% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.78B | 9,035% |
| Annual Yield % from dividends | 1.20 | 0.49 | 247% |
| Returns for 1 year | 15.53 | 6.77 | 229% |
| Returns for 3 years | 32.39 | 29.76 | 109% |
| Returns for 5 years | 68.06 | 53.67 | 127% |
| Returns for 10 years | 133.63 | 104.61 | 128% |
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