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NAESX vs VVISX
NAESX vs VVISX Comparison
Open Charts NAESX vs VVISX
Vanguard Small Cap Index I
Price$92.85
Change-$2.45 (-2.57%)
VolumeN/A
Net Assets143.36B
Vulcan Value Partners Small Cap Instl
Price$10.20
Change-$0.25 (-2.39%)
VolumeN/A
Net Assets110.43M
NAESX vs VVISX Comparison Chart
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NAESX vs. VVISX commentary
Apr 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 Hold and VVISX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. VVISX (110M). VVISX pays higher dividends than NAESX: VVISX (1.56) vs NAESX (1.39). 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 (12.00). 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 : -10.68 vs. VVISX (-13.96). NAESX return over 5 years is better than : 66.38 vs. VVISX (-8.18).
| 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 | -17.167 | -14.573 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 110M | 130,000% |
| Annual Yield % from dividends | 1.39 | 1.56 | 89% |
| Returns for 1 year | -10.68 | -13.96 | 76% |
| Returns for 3 years | -2.68 | -34.38 | 8% |
| Returns for 5 years | 66.38 | -8.18 | -811% |
| Returns for 10 years | 67.44 | N/A | - |
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