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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$121.00
Change-$0.46 (-0.38%)
VolumeN/A
Net Assets154.18B
State Street Instl Small-Cap Equity I
Price$17.63
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets537.71M
NAESX vs SIVIX Comparison Chart in %
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NAESX vs. SIVIX commentary
Sep 01, 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: 154B vs. SIVIX (538M). NAESX pays higher dividends than SIVIX: NAESX (1.20) vs SIVIX (0.83). 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 : 9.26 vs. SIVIX (-5.03). NAESX return over 5 years is better than : 60.40 vs. SIVIX (9.32).
| 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 | 5.242 | 2.679 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 538M | 28,625% |
| Annual Yield % from dividends | 1.20 | 0.83 | 145% |
| Returns for 1 year | 9.26 | -5.03 | -184% |
| Returns for 3 years | 33.79 | 5.44 | 621% |
| Returns for 5 years | 60.40 | 9.32 | 648% |
| Returns for 10 years | 136.50 | 4.22 | 3,235% |