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NAESX vs SIVIX
NAESX vs SIVIX Comparison
Open Charts NAESX vs SIVIX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
State Street Instl Small-Cap Equity I
Price$16.76
Change-$0.32 (-1.87%)
VolumeN/A
Net Assets496.18M
NAESX vs SIVIX Comparison Chart in %
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NAESX vs. SIVIX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SIVIX (496M). NAESX pays higher dividends than SIVIX: NAESX (1.22) vs SIVIX (0.85). 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 : 1.42 vs. SIVIX (-14.60). NAESX return over 5 years is better than : 48.22 vs. SIVIX (-3.58).
| 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 | 6.726 | -0.524 | -1,283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 496M | 32,661% |
| Annual Yield % from dividends | 1.22 | 0.85 | 144% |
| Returns for 1 year | 1.42 | -14.60 | -10% |
| Returns for 3 years | 33.14 | -2.92 | -1,134% |
| Returns for 5 years | 48.22 | -3.58 | -1,348% |
| Returns for 10 years | 137.58 | -1.73 | -7,952% |
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