Ad is loading...
NAESX vs VVISX
NAESX vs VVISX Comparison
Open Charts NAESX vs VVISX
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
Vulcan Value Partners Small Cap Instl
Price$11.56
Change+$0.10 (+0.87%)
VolumeN/A
Net Assets121.82M
NAESX vs VVISX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. VVISX commentary
May 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 VVISX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. VVISX (122M). VVISX pays higher dividends than NAESX: VVISX (1.56) vs NAESX (1.43). NAESX was incepted earlier than VVISX: NAESX (65 years) vs VVISX (6 years). VVISX (1.32) is less costly to investors than NAESX (0.17). VVISX is a more actively managed with annual turnover of: 33.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than VVISX: NAESX (3000) vs VVISX (1000000). NAESX annual gain was more profitable for investors over the last year : -0.09 vs. VVISX (-3.25). NAESX return over 5 years is better than : 65.08 vs. VVISX (-3.39).
| NAESX | VVISX | NAESX / VVISX | |
| Total Expense Ratio | 0.17 | 1.00 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.32 | 13% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | -8.414 | -4.020 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 122M | 114,754% |
| Annual Yield % from dividends | 1.43 | 1.56 | 92% |
| Returns for 1 year | -0.09 | -3.25 | 3% |
| Returns for 3 years | 20.27 | -18.91 | -107% |
| Returns for 5 years | 65.08 | -3.39 | -1,917% |
| Returns for 10 years | 87.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...