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NAESX vs VRTIX
NAESX vs VRTIX Comparison
Open Charts NAESX vs VRTIX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Vanguard Russell 2000 Index I
Price$345.24
Change+$3.49 (+1.02%)
VolumeN/A
Net Assets12.39B
NAESX vs VRTIX Comparison Chart in %
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NAESX vs. VRTIX 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 VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. VRTIX (12.4B). VRTIX (1.28) and NAESX (1.28) have matching dividends . NAESX was incepted earlier than VRTIX: NAESX (65 years) vs VRTIX (15 years). NAESX (0.17) is less costly to investors than VRTIX (0.07). NAESX is a more actively managed with annual turnover of: 13.00 vs. VRTIX (12.00). NAESX has a lower initial minimum investment than VRTIX: NAESX (3000) vs VRTIX (5000000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. VRTIX (10.89). NAESX return over 5 years is better than : 69.32 vs. VRTIX (59.92).
| NAESX | VRTIX | NAESX / VRTIX | |
| Total Expense Ratio | 0.17 | 0.07 | 243% |
| Annual Report Gross Expense Ratio | 0.17 | 0.07 | 243% |
| Fund Existence | 65 years | 15 years | - |
| Gain YTD | 1.432 | 1.114 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 12.4B | 1,194% |
| Annual Yield % from dividends | 1.28 | 1.28 | 100% |
| Returns for 1 year | 12.22 | 10.89 | 112% |
| Returns for 3 years | 37.83 | 31.85 | 119% |
| Returns for 5 years | 69.32 | 59.92 | 116% |
| Returns for 10 years | 108.83 | 88.17 | 123% |