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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
State Street Instl Small-Cap Equity I
Price$19.62
Change-$0.22 (-1.11%)
VolumeN/A
CapitalizationN/A
NAESX vs SIVIX Comparison Chart
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NAESX vs. SIVIX commentary
Nov 18, 2024
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 StrongBuy and SIVIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. SIVIX (787M). NAESX pays higher dividends than SIVIX: NAESX (1.31) vs SIVIX (0.66). NAESX was incepted earlier than SIVIX: NAESX (64 years) vs SIVIX (26 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 : 30.24 vs. SIVIX (19.67). NAESX return over 5 years is better than : 55.43 vs. SIVIX (11.40).
| NAESX | SIVIX | NAESX / SIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 26 years | - |
| Gain YTD | 15.758 | 14.136 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 787M | 19,187% |
| Annual Yield % from dividends | 1.31 | 0.66 | 200% |
| Returns for 1 year | 30.24 | 19.67 | 154% |
| Returns for 3 years | 4.66 | -18.81 | -25% |
| Returns for 5 years | 55.43 | 11.40 | 486% |
| Returns for 10 years | 122.58 | -1.20 | -10,214% |
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