Interact to see
Advertisement
Advertisement
NAESX vs NESIX
NAESX vs NESIX Comparison
Open Charts NAESX vs NESIX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Needham Small Cap Growth Institutional
Price$22.14
Change-$0.54 (-2.38%)
VolumeN/A
Net Assets158.82M
NAESX vs NESIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NESIX commentary
Oct 19, 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 (159M). NAESX pays higher dividends than NESIX: NAESX (1.23) 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 : 13.25 vs. NAESX (4.92). NAESX return over 5 years is better than : 55.28 vs. NESIX (-8.32).
| 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 | 5.577 | 12.329 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 159M | 101,887% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 4.92 | 13.25 | 37% |
| Returns for 3 years | 41.91 | 44.99 | 93% |
| Returns for 5 years | 55.28 | -8.32 | -664% |
| Returns for 10 years | 130.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement