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NAESX vs VVISX
NAESX vs VVISX Comparison
Open Charts NAESX vs VVISX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Vulcan Value Partners Small Cap Instl
Price$12.18
Change-$0.12 (-0.98%)
VolumeN/A
Net Assets142.44M
NAESX vs VVISX Comparison Chart
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NAESX vs. VVISX commentary
Feb 23, 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: 161B vs. VVISX (142M). NAESX pays higher dividends than VVISX: NAESX (1.31) vs VVISX (0.52). NAESX was incepted earlier than VVISX: NAESX (64 years) vs VVISX (6 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 : 14.23 vs. VVISX (3.24). NAESX return over 5 years is better than : 48.20 vs. VVISX (-30.34).
| NAESX | VVISX | NAESX / VVISX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 6 years | - |
| Gain YTD | 2.371 | 3.015 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 142M | 113,380% |
| Annual Yield % from dividends | 1.31 | 0.52 | 255% |
| Returns for 1 year | 14.23 | 3.24 | 439% |
| Returns for 3 years | 21.97 | -28.62 | -77% |
| Returns for 5 years | 48.20 | -30.34 | -159% |
| Returns for 10 years | 110.71 | N/A | - |
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