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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
State Street Instl Small-Cap Equity I
Price$17.70
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets540.76M
NAESX vs SIVIX Comparison Chart in %
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NAESX vs. SIVIX commentary
Sep 09, 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 SIVIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SIVIX (541M). NAESX pays higher dividends than SIVIX: NAESX (1.20) vs SIVIX (0.83). NAESX was incepted earlier than SIVIX: NAESX (65 years) vs SIVIX (27 years). SIVIX (0.89) is less costly to investors than NAESX (0.17). SIVIX is a more actively managed with annual turnover of: 38.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SIVIX: NAESX (3000) vs SIVIX (10000000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. SIVIX (-2.09). NAESX return over 5 years is better than : 66.60 vs. SIVIX (12.00).
| NAESX | SIVIX | NAESX / SIVIX | |
| Total Expense Ratio | 0.17 | 0.75 | 23% |
| Annual Report Gross Expense Ratio | 0.17 | 0.89 | 19% |
| Fund Existence | 65 years | 27 years | - |
| Gain YTD | 6.494 | 3.087 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 541M | 29,760% |
| Annual Yield % from dividends | 1.20 | 0.83 | 145% |
| Returns for 1 year | 13.62 | -2.09 | -653% |
| Returns for 3 years | 39.23 | 9.33 | 421% |
| Returns for 5 years | 66.60 | 12.00 | 555% |
| Returns for 10 years | 132.36 | 1.67 | 7,939% |
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