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NAESX vs VRTIX
NAESX vs VRTIX Comparison
Open Charts NAESX vs VRTIX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Vanguard Russell 2000 Index I
Price$323.07
Change-$6.01 (-1.83%)
VolumeN/A
Net Assets12.39B
NAESX vs VRTIX Comparison Chart
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NAESX vs. VRTIX commentary
Jun 14, 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. VRTIX (12.4B). VRTIX (1.41) and NAESX (1.35) have matching dividends . NAESX was incepted earlier than VRTIX: NAESX (65 years) vs VRTIX (14 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 : 5.19 vs. VRTIX (3.42). NAESX return over 5 years is better than : 63.19 vs. VRTIX (54.12).
| 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 | 14 years | - |
| Gain YTD | -4.390 | -5.425 | 81% |
| 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 | 1.35 | 1.41 | 96% |
| Returns for 1 year | 5.19 | 3.42 | 152% |
| Returns for 3 years | 31.28 | 24.58 | 127% |
| Returns for 5 years | 63.19 | 54.12 | 117% |
| Returns for 10 years | 92.88 | 73.04 | 127% |
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