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NAESX vs NESIX
NAESX vs NESIX Comparison
Open Charts NAESX vs NESIX
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
Needham Small Cap Growth Institutional
Price$19.78
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets137.02M
NAESX vs NESIX Comparison Chart in %
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NAESX vs. NESIX commentary
Nov 20, 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 NESIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NESIX (137M). NAESX pays higher dividends than NESIX: NAESX (1.22) vs NESIX (0.00). NAESX was incepted earlier than NESIX: NAESX (65 years) vs NESIX (9 years). NESIX (1.51) is less costly to investors than NAESX (0.17). NESIX is a more actively managed with annual turnover of: 62.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than NESIX: NAESX (3000) vs NESIX (100000). NESIX annual gain was more profitable for investors over the last year : 2.13 vs. NAESX (-0.86). NAESX return over 5 years is better than : 39.31 vs. NESIX (-14.50).
| NAESX | NESIX | NAESX / NESIX | |
| Total Expense Ratio | 0.17 | 1.19 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.51 | 11% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | 2.409 | -0.101 | -2,375% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 137M | 118,248% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | -0.86 | 2.13 | -40% |
| Returns for 3 years | 29.99 | 20.72 | 145% |
| Returns for 5 years | 39.31 | -14.50 | -271% |
| Returns for 10 years | 122.07 | N/A | - |
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