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NAESX vs NESIX
NAESX vs NESIX Comparison
Open Charts NAESX vs NESIX
Vanguard Small Cap Index I
Price$108.66
Change-$3.08 (-2.76%)
VolumeN/A
Net Assets139.54B
Needham Small Cap Growth Institutional
Price$17.17
Change-$0.45 (-2.55%)
VolumeN/A
Net Assets132.82M
NAESX vs NESIX Comparison Chart
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NAESX vs. NESIX commentary
May 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. NESIX (133M). NAESX pays higher dividends than NESIX: NAESX (1.43) 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 : 3.90 vs. NESIX (-9.41). NAESX return over 5 years is better than : 72.06 vs. NESIX (-7.89).
| 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 | -2.877 | -10.604 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 133M | 105,263% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 3.90 | -9.41 | -41% |
| Returns for 3 years | 27.11 | 4.76 | 570% |
| Returns for 5 years | 72.06 | -7.89 | -913% |
| Returns for 10 years | 96.13 | N/A | - |
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