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NAESX vs NESIX
NAESX vs NESIX Comparison
Open Charts NAESX vs NESIX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Needham Small Cap Growth Institutional
Price$19.90
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets143.32M
NAESX vs NESIX Comparison Chart in %
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NAESX vs. NESIX commentary
Jul 27, 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 NESIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NESIX (143M). NAESX pays higher dividends than NESIX: NAESX (1.28) 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). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. NESIX (1.79). NAESX return over 5 years is better than : 66.66 vs. NESIX (-7.87).
| 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 | 2.781 | 0.964 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 143M | 106,993% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 8.46 | 1.79 | 473% |
| Returns for 3 years | 34.15 | 22.31 | 153% |
| Returns for 5 years | 66.66 | -7.87 | -847% |
| Returns for 10 years | 114.71 | N/A | - |
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