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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
State Street Instl Small-Cap Equity I
Price$14.97
Change-$1.10 (-6.85%)
VolumeN/A
Net Assets669.99M
NAESX vs SIVIX Comparison Chart
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NAESX vs. SIVIX commentary
Apr 04, 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: 153B vs. SIVIX (670M). 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 : 1.18 vs. SIVIX (-8.29). NAESX return over 5 years is better than : 115.68 vs. SIVIX (48.79).
| 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 | -5.833 | -6.407 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 670M | 22,836% |
| Annual Yield % from dividends | 1.39 | 0.92 | 152% |
| Returns for 1 year | 1.18 | -8.29 | -14% |
| Returns for 3 years | 6.44 | -11.72 | -55% |
| Returns for 5 years | 115.68 | 48.79 | 237% |
| Returns for 10 years | 90.61 | -14.18 | -639% |
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