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NAESX vs SSEFX
NAESX vs SSEFX Comparison
Open Charts NAESX vs SSEFX
Vanguard Small Cap Index I
Price$92.85
Change-$2.45 (-2.57%)
VolumeN/A
Net Assets143.36B
SouthernSun U.S. Equity, N
Price$10.42
Change-$0.25 (-2.34%)
VolumeN/A
Net Assets41.14M
NAESX vs SSEFX Comparison Chart
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NAESX vs. SSEFX commentary
Apr 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 SSEFX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SSEFX (41.1M). NAESX pays higher dividends than SSEFX: NAESX (1.39) vs SSEFX (0.00). NAESX was incepted earlier than SSEFX: NAESX (65 years) vs SSEFX (13 years). SSEFX (1.41) is less costly to investors than NAESX (0.17). SSEFX is a more actively managed with annual turnover of: 27.00 vs. NAESX (12.00). SSEFX has a lower initial minimum investment than NAESX: SSEFX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -11.12 vs. SSEFX (-26.06). NAESX return over 5 years is better than : 60.48 vs. SSEFX (15.37).
| NAESX | SSEFX | NAESX / SSEFX | |
| Total Expense Ratio | 0.17 | 1.34 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.41 | 12% |
| Fund Existence | 65 years | 13 years | - |
| Gain YTD | -17.167 | -16.771 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 41.1M | 347,932% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -11.12 | -26.06 | 43% |
| Returns for 3 years | -2.68 | -32.09 | 8% |
| Returns for 5 years | 60.48 | 15.37 | 394% |
| Returns for 10 years | 67.44 | -21.70 | -311% |