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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
State Street Instl Small-Cap Equity I
Price$16.20
Change-$0.31 (-1.88%)
VolumeN/A
Net Assets477.68M
NAESX vs SIVIX Comparison Chart
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NAESX vs. SIVIX commentary
Jun 16, 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 Buy and SIVIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SIVIX (478M). NAESX pays higher dividends than SIVIX: NAESX (1.35) vs SIVIX (0.89). 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 : 5.19 vs. SIVIX (-6.27). NAESX return over 5 years is better than : 63.19 vs. SIVIX (14.73).
| 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 | -4.390 | -5.649 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 478M | 30,962% |
| Annual Yield % from dividends | 1.35 | 0.89 | 151% |
| Returns for 1 year | 5.19 | -6.27 | -83% |
| Returns for 3 years | 31.28 | 4.31 | 726% |
| Returns for 5 years | 63.19 | 14.73 | 429% |
| Returns for 10 years | 92.88 | -14.37 | -646% |
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