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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
State Street Instl Small-Cap Equity I
Price$19.85
Change-$0.23 (-1.15%)
VolumeN/A
CapitalizationN/A
NAESX vs SIVIX Comparison Chart
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NAESX vs. SIVIX commentary
Dec 19, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. SIVIX (802M). 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 : 19.54 vs. SIVIX (9.89). NAESX return over 5 years is better than : 53.79 vs. SIVIX (9.52).
| 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 | 17.994 | 15.474 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 802M | 20,823% |
| Annual Yield % from dividends | 1.31 | 0.66 | 200% |
| Returns for 1 year | 19.54 | 9.89 | 198% |
| Returns for 3 years | 15.71 | -11.24 | -140% |
| Returns for 5 years | 53.79 | 9.52 | 565% |
| Returns for 10 years | 124.30 | 10.72 | 1,159% |
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