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NAESX vs NESIX
NAESX vs NESIX Comparison
Open Charts NAESX vs NESIX
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
Needham Small Cap Growth Institutional
Price$21.22
Change+$0.12 (+0.57%)
VolumeN/A
Net Assets148.35M
NAESX vs NESIX Comparison Chart in %
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NAESX vs. NESIX commentary
Sep 28, 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 NESIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. NESIX (148M). NAESX pays higher dividends than NESIX: NAESX (1.20) vs NESIX (0.00). NAESX was incepted earlier than NESIX: NAESX (65 years) vs NESIX (9 years). NESIX (1.51) is less costly to investors than NAESX (0.17). NESIX is a more actively managed with annual turnover of: 62.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than NESIX: NAESX (3000) vs NESIX (100000). NAESX (8.00) and NESIX (7.88) have marching annual gain over last year. NAESX return over 5 years is better than : 71.48 vs. NESIX (-4.03).
| NAESX | NESIX | NAESX / NESIX | |
| Total Expense Ratio | 0.17 | 1.19 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.51 | 11% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | 6.199 | 7.661 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 148M | 108,784% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 8.00 | 7.88 | 102% |
| Returns for 3 years | 50.66 | 36.20 | 140% |
| Returns for 5 years | 71.48 | -4.03 | -1,776% |
| Returns for 10 years | 148.14 | N/A | - |
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