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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
State Street Instl Small-Cap Equity I
Price$18.96
Change-$0.18 (-0.94%)
VolumeN/A
CapitalizationN/A
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NAESX vs SIVIX Comparison Chart
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NAESX vs. SIVIX commentary
Sep 21, 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 StrongBuy and SIVIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SIVIX (775M). 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 : 25.47 vs. SIVIX (14.74). NAESX return over 5 years is better than : 53.25 vs. SIVIX (11.97).
| 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 | 10.861 | 10.297 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 775M | 19,226% |
| Annual Yield % from dividends | 1.31 | 0.66 | 200% |
| Returns for 1 year | 25.47 | 14.74 | 173% |
| Returns for 3 years | 8.84 | -13.10 | -67% |
| Returns for 5 years | 53.25 | 11.97 | 445% |
| Returns for 10 years | 120.79 | -0.72 | -16,727% |