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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$116.70
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
State Street Instl Small-Cap Equity I
Price$16.81
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets514.31M
NAESX vs SIVIX Comparison Chart in %
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NAESX vs. SIVIX commentary
Jul 18, 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 SIVIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SIVIX (514M). NAESX pays higher dividends than SIVIX: NAESX (1.28) vs SIVIX (0.87). 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 : 4.35 vs. SIVIX (-10.04). NAESX return over 5 years is better than : 63.03 vs. SIVIX (11.40).
| 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 | 0.302 | -2.737 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 514M | 29,767% |
| Annual Yield % from dividends | 1.28 | 0.87 | 147% |
| Returns for 1 year | 4.35 | -10.04 | -43% |
| Returns for 3 years | 35.91 | 6.05 | 594% |
| Returns for 5 years | 63.03 | 11.40 | 553% |
| Returns for 10 years | 104.94 | -10.45 | -1,004% |
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