NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
NESIX
Price
$19.95
Change
+$0.26 (+1.32%)
Updated
Jul 3 closing price
Net Assets
145.22M
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NAESX vs NESIX

Header iconNAESX vs NESIX Comparison
Open Charts NAESX vs NESIXBanner chart's image
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Needham Small Cap Growth Institutional
Price$19.95
Change+$0.26 (+1.32%)
VolumeN/A
Net Assets145.22M
NAESX vs NESIX Comparison Chart in %
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NAESX vs. NESIX commentary
Jul 07, 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 StrongBuy and NESIX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NESIX (145M). NAESX pays higher dividends than NESIX: NAESX (1.28) 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 annual gain was more profitable for investors over the last year : 12.22 vs. NESIX (4.50). NAESX return over 5 years is better than : 69.32 vs. NESIX (-3.30).
NAESXNESIXNAESX / NESIX
Total Expense Ratio0.171.1914%
Annual Report Gross Expense Ratio0.171.5111%
Fund Existence65 years9 years-
Gain YTD1.4321.218118%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets148B145M102,069%
Annual Yield % from dividends1.280.00-
Returns for 1 year12.224.50271%
Returns for 3 years37.8325.47149%
Returns for 5 years69.32-3.30-2,103%
Returns for 10 years108.83N/A-
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