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NAESX vs SSEFX
NAESX vs SSEFX Comparison
Open Charts NAESX vs SSEFX
Vanguard Small Cap Index I
Price$113.86
Change-$1.83 (-1.58%)
VolumeN/A
Net Assets153.28B
SouthernSun U.S. Equity, N
Price$13.39
Change-$0.24 (-1.76%)
VolumeN/A
Net Assets46.27M
NAESX vs SSEFX Comparison Chart in %
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NAESX vs. SSEFX commentary
Aug 03, 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 SSEFX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SSEFX (46.3M). NAESX pays higher dividends than SSEFX: NAESX (1.25) 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 (13.00). 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 : 4.61 vs. SSEFX (-9.89). NAESX return over 5 years is better than : 58.27 vs. SSEFX (17.45).
| 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 | -0.968 | 4.446 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 46.3M | 330,454% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 4.61 | -9.89 | -47% |
| Returns for 3 years | 24.06 | -14.72 | -163% |
| Returns for 5 years | 58.27 | 17.45 | 334% |
| Returns for 10 years | 105.16 | 6.19 | 1,698% |
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