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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$115.17
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
State Street Instl Small-Cap Equity I
Price$16.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets511.62M
NAESX vs SIVIX Comparison Chart in %
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NAESX vs. SIVIX commentary
Aug 08, 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 SIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SIVIX (512M). NAESX pays higher dividends than SIVIX: NAESX (1.25) vs SIVIX (0.86). NAESX was incepted earlier than SIVIX: NAESX (65 years) vs SIVIX (27 years). SIVIX (0.89) is less costly to investors than NAESX (0.17). SIVIX is a more actively managed with annual turnover of: 38.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SIVIX: NAESX (3000) vs SIVIX (10000000). NAESX annual gain was more profitable for investors over the last year : 12.34 vs. SIVIX (-3.33). NAESX return over 5 years is better than : 54.62 vs. SIVIX (4.06).
| NAESX | SIVIX | NAESX / SIVIX | |
| Total Expense Ratio | 0.17 | 0.75 | 23% |
| Annual Report Gross Expense Ratio | 0.17 | 0.89 | 19% |
| Fund Existence | 65 years | 27 years | - |
| Gain YTD | 0.337 | -2.970 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 512M | 30,078% |
| Annual Yield % from dividends | 1.25 | 0.86 | 145% |
| Returns for 1 year | 12.34 | -3.33 | -370% |
| Returns for 3 years | 22.72 | -3.64 | -624% |
| Returns for 5 years | 54.62 | 4.06 | 1,345% |
| Returns for 10 years | 107.61 | -9.77 | -1,101% |
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