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NAESX vs VTSIX
NAESX vs VTSIX Comparison
Open Charts NAESX vs VTSIX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Vanguard Tax-Managed Small Cap I
Price$86.95
Change-$1.69 (-1.91%)
VolumeN/A
Net Assets8.46B
NAESX vs VTSIX Comparison Chart
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NAESX vs. VTSIX commentary
Jun 15, 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 VTSIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. VTSIX (8.46B). VTSIX pays higher dividends than NAESX: VTSIX (1.68) vs NAESX (1.35). NAESX was incepted earlier than VTSIX: NAESX (65 years) vs VTSIX (26 years). NAESX (0.17) is less costly to investors than VTSIX (0.06). VTSIX is a more actively managed with annual turnover of: 14.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than VTSIX: NAESX (3000) vs VTSIX (5000000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. VTSIX (0.50). NAESX (63.19) and VTSIX (61.95) have equivalent 5 years return.
| NAESX | VTSIX | NAESX / VTSIX | |
| Total Expense Ratio | 0.17 | 0.06 | 283% |
| Annual Report Gross Expense Ratio | 0.17 | 0.06 | 283% |
| Fund Existence | 65 years | 26 years | - |
| Gain YTD | -4.390 | -7.696 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 8.46B | 1,750% |
| Annual Yield % from dividends | 1.35 | 1.68 | 80% |
| Returns for 1 year | 5.19 | 0.50 | 1,032% |
| Returns for 3 years | 31.28 | 15.33 | 204% |
| Returns for 5 years | 63.19 | 61.95 | 102% |
| Returns for 10 years | 92.88 | 82.65 | 112% |
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