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NAESX vs NESIX
NAESX vs NESIX Comparison
Open Charts NAESX vs NESIX
Vanguard Small Cap Index I
Price$122.63
Change+$0.18 (+0.15%)
VolumeN/A
Net Assets161.58B
Needham Small Cap Growth Institutional
Price$21.50
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets150.27M
NAESX vs NESIX Comparison Chart in %
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NAESX vs. NESIX commentary
Nov 14, 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 NESIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NESIX (150M). NAESX pays higher dividends than NESIX: NAESX (1.22) 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). NESIX annual gain was more profitable for investors over the last year : 6.54 vs. NAESX (1.42). NAESX return over 5 years is better than : 48.22 vs. NESIX (-1.47).
| 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 | 6.726 | 9.082 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 150M | 108,000% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 1.42 | 6.54 | 22% |
| Returns for 3 years | 33.14 | 29.52 | 112% |
| Returns for 5 years | 48.22 | -1.47 | -3,288% |
| Returns for 10 years | 137.58 | N/A | - |
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