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NAESX vs NESIX
NAESX vs NESIX Comparison
Open Charts NAESX vs NESIX
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.
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).
| 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 | 1.432 | 1.218 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 145M | 102,069% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.22 | 4.50 | 271% |
| Returns for 3 years | 37.83 | 25.47 | 149% |
| Returns for 5 years | 69.32 | -3.30 | -2,103% |
| Returns for 10 years | 108.83 | N/A | - |
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