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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
State Street Instl Small-Cap Equity I
Price$17.39
Change+$0.20 (+1.16%)
VolumeN/A
Net Assets510.29M
NAESX vs SIVIX Comparison Chart in %
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NAESX vs. SIVIX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SIVIX (510M). NAESX pays higher dividends than SIVIX: NAESX (1.21) vs SIVIX (0.84). 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 : -0.86 vs. SIVIX (-15.51). NAESX return over 5 years is better than : 40.97 vs. SIVIX (-6.96).
| 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 | 7.092 | 0.175 | 4,059% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 510M | 31,765% |
| Annual Yield % from dividends | 1.21 | 0.84 | 143% |
| Returns for 1 year | -0.86 | -15.51 | 6% |
| Returns for 3 years | 32.07 | -3.27 | -981% |
| Returns for 5 years | 40.97 | -6.96 | -589% |
| Returns for 10 years | 131.34 | -3.72 | -3,531% |
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