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NAESX vs NESIX
NAESX vs NESIX Comparison
Open Charts NAESX vs NESIX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Needham Small Cap Growth Institutional
Price$17.77
Change-$0.60 (-3.27%)
VolumeN/A
Net Assets129.41M
NAESX vs NESIX Comparison Chart
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NAESX vs. NESIX 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 StrongBuy and NESIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NESIX (129M). NAESX pays higher dividends than NESIX: NAESX (1.35) vs NESIX (0.00). NAESX was incepted earlier than NESIX: NAESX (65 years) vs NESIX (8 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 : 6.92 vs. NESIX (-5.89). NAESX return over 5 years is better than : 65.86 vs. NESIX (-5.36).
| 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 | 8 years | - |
| Gain YTD | -2.825 | -6.799 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 129M | 114,729% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 6.92 | -5.89 | -117% |
| Returns for 3 years | 33.42 | 14.81 | 226% |
| Returns for 5 years | 65.86 | -5.36 | -1,229% |
| Returns for 10 years | 96.04 | N/A | - |
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