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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$123.61
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
State Street Instl Small-Cap Equity I
Price$17.45
Change+$0.16 (+0.93%)
VolumeN/A
Net Assets524.42M
NAESX vs SIVIX Comparison Chart in %
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NAESX vs. SIVIX commentary
Oct 09, 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: 162B vs. SIVIX (524M). NAESX pays higher dividends than SIVIX: NAESX (1.23) vs SIVIX (0.84). 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 : 9.13 vs. SIVIX (-6.26). NAESX return over 5 years is better than : 56.51 vs. SIVIX (4.92).
| 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 | 6.604 | 0.699 | 945% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 524M | 30,916% |
| Annual Yield % from dividends | 1.23 | 0.84 | 146% |
| Returns for 1 year | 9.13 | -6.26 | -146% |
| Returns for 3 years | 47.05 | 10.28 | 458% |
| Returns for 5 years | 56.51 | 4.92 | 1,149% |
| Returns for 10 years | 131.38 | -1.89 | -6,960% |
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