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NAESX vs VVISX
NAESX vs VVISX Comparison
Open Charts NAESX vs VVISX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Vulcan Value Partners Small Cap Instl
Price$13.12
Change-$0.21 (-1.58%)
VolumeN/A
CapitalizationN/A
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NAESX vs VVISX Comparison Chart
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NAESX vs. VVISX 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 VVISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. VVISX (219M). NAESX pays higher dividends than VVISX: NAESX (1.31) vs VVISX (0.52). NAESX was incepted earlier than VVISX: NAESX (64 years) vs VVISX (5 years). VVISX is a more actively managed with annual turnover of: 26.00 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 : 25.47 vs. VVISX (17.06). NAESX return over 5 years is better than : 53.25 vs. VVISX (-23.25).
| NAESX | VVISX | NAESX / VVISX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 5 years | - |
| Gain YTD | 10.861 | 6.612 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 219M | 68,037% |
| Annual Yield % from dividends | 1.31 | 0.52 | 255% |
| Returns for 1 year | 25.47 | 17.06 | 149% |
| Returns for 3 years | 8.84 | -51.08 | -17% |
| Returns for 5 years | 53.25 | -23.25 | -229% |
| Returns for 10 years | 120.79 | N/A | - |
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