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NAESX vs NESIX
NAESX vs NESIX Comparison
Open Charts NAESX vs NESIX
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
Needham Small Cap Growth Institutional
Price$15.54
Change+$0.62 (+4.16%)
VolumeN/A
Net Assets113.38M
NAESX vs NESIX Comparison Chart
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NAESX vs. NESIX commentary
Apr 25, 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: 143B vs. NESIX (113M). NAESX pays higher dividends than NESIX: NAESX (1.39) vs NESIX (0.00). NAESX was incepted earlier than NESIX: NAESX (65 years) vs NESIX (8 years). NESIX (1.61) is less costly to investors than NAESX (0.17). NESIX is a more actively managed with annual turnover of: 126.00 vs. NAESX (12.00). 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 : -2.36 vs. NESIX (-9.41). NAESX return over 5 years is better than : 71.57 vs. NESIX (-15.42).
| NAESX | NESIX | NAESX / NESIX | |
| Total Expense Ratio | 0.17 | 1.22 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.61 | 11% |
| Fund Existence | 65 years | 8 years | - |
| Gain YTD | -12.247 | -24.302 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 113M | 126,549% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -2.36 | -9.41 | 25% |
| Returns for 3 years | 4.67 | -20.81 | -22% |
| Returns for 5 years | 71.57 | -15.42 | -464% |
| Returns for 10 years | 78.60 | N/A | - |