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NAESX vs SSEFX
NAESX vs SSEFX Comparison
Open Charts NAESX vs SSEFX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
SouthernSun U.S. Equity, N
Price$12.45
Change-$0.16 (-1.27%)
VolumeN/A
Net Assets46.41M
NAESX vs SSEFX Comparison Chart
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NAESX vs. SSEFX commentary
Jun 15, 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 StrongBuy and SSEFX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SSEFX (46.4M). NAESX pays higher dividends than SSEFX: NAESX (1.35) 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 : 6.92 vs. SSEFX (-13.63). NAESX return over 5 years is better than : 65.86 vs. SSEFX (18.29).
| 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 | -2.825 | -1.638 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 46.4M | 318,966% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 6.92 | -13.63 | -51% |
| Returns for 3 years | 33.42 | -13.37 | -250% |
| Returns for 5 years | 65.86 | 18.29 | 360% |
| Returns for 10 years | 96.04 | -6.06 | -1,584% |
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