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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
State Street Instl Small-Cap Equity I
Price$17.18
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets521.59M
NAESX vs SIVIX Comparison Chart in %
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NAESX vs. SIVIX 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 SIVIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SIVIX (522M). NAESX pays higher dividends than SIVIX: NAESX (1.23) 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 : 4.92 vs. SIVIX (-9.91). NAESX return over 5 years is better than : 55.28 vs. SIVIX (4.13).
| 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 | 5.577 | 0.058 | 9,576% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 522M | 31,034% |
| Annual Yield % from dividends | 1.23 | 0.84 | 146% |
| Returns for 1 year | 4.92 | -9.91 | -50% |
| Returns for 3 years | 41.91 | 5.61 | 748% |
| Returns for 5 years | 55.28 | 4.13 | 1,340% |
| Returns for 10 years | 130.16 | -2.35 | -5,536% |
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