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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
State Street Instl Small-Cap Equity I
Price$17.09
Change-$0.36 (-2.06%)
VolumeN/A
Net Assets722.72M
NAESX vs SIVIX Comparison Chart
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NAESX vs. SIVIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SIVIX (723M). NAESX pays higher dividends than SIVIX: NAESX (1.31) vs SIVIX (0.66). NAESX was incepted earlier than SIVIX: NAESX (64 years) vs SIVIX (27 years). SIVIX is a more actively managed with annual turnover of: 29.00 vs. NAESX (12.00). 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 : 11.22 vs. SIVIX (0.67). NAESX return over 5 years is better than : 44.30 vs. SIVIX (2.43).
| NAESX | SIVIX | NAESX / SIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 27 years | - |
| Gain YTD | -0.321 | -0.466 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 723M | 22,268% |
| Annual Yield % from dividends | 1.31 | 0.66 | 200% |
| Returns for 1 year | 11.22 | 0.67 | 1,679% |
| Returns for 3 years | 18.76 | -2.87 | -654% |
| Returns for 5 years | 44.30 | 2.43 | 1,827% |
| Returns for 10 years | 105.17 | -6.86 | -1,533% |
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