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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
State Street Instl Small-Cap Equity I
Price$17.75
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets794.42M
NAESX vs SIVIX Comparison Chart
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NAESX vs. SIVIX commentary
Jan 19, 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: 155B vs. SIVIX (794M). 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 : 21.23 vs. SIVIX (8.22). NAESX return over 5 years is better than : 48.81 vs. SIVIX (3.00).
| 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 | 3.370 | 3.378 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 794M | 19,521% |
| Annual Yield % from dividends | 1.31 | 0.66 | 200% |
| Returns for 1 year | 21.23 | 8.22 | 258% |
| Returns for 3 years | 17.16 | -4.70 | -365% |
| Returns for 5 years | 48.81 | 3.00 | 1,629% |
| Returns for 10 years | 126.44 | 3.27 | 3,861% |
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