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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
State Street Instl Small-Cap Equity I
Price$15.27
Change+$0.31 (+2.07%)
VolumeN/A
Net Assets612.5M
NAESX vs SIVIX Comparison Chart
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NAESX vs. SIVIX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SIVIX (613M). NAESX pays higher dividends than SIVIX: NAESX (1.39) vs SIVIX (0.92). 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 (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 : -2.36 vs. SIVIX (-12.69). NAESX return over 5 years is better than : 71.57 vs. SIVIX (20.49).
| 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 | -12.247 | -12.871 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 613M | 23,328% |
| Annual Yield % from dividends | 1.39 | 0.92 | 152% |
| Returns for 1 year | -2.36 | -12.69 | 19% |
| Returns for 3 years | 4.67 | -13.72 | -34% |
| Returns for 5 years | 71.57 | 20.49 | 349% |
| Returns for 10 years | 78.60 | -19.53 | -402% |
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