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NAESX vs SSEIX
NAESX vs SSEIX Comparison
Open Charts NAESX vs SSEIX
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
SouthernSun U.S. Equity, I
Price$13.48
Change+$0.27 (+2.04%)
VolumeN/A
Net Assets51.58M
NAESX vs SSEIX Comparison Chart
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NAESX vs. SSEIX commentary
Jan 31, 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 SSEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SSEIX (51.6M). NAESX pays higher dividends than SSEIX: NAESX (1.31) vs SSEIX (0.31). NAESX was incepted earlier than SSEIX: NAESX (64 years) vs SSEIX (13 years). SSEIX is a more actively managed with annual turnover of: 39.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than SSEIX: NAESX (3000) vs SSEIX (100000). NAESX annual gain was more profitable for investors over the last year : 20.30 vs. SSEIX (1.93). NAESX return over 5 years is better than : 55.79 vs. SSEIX (8.29).
| NAESX | SSEIX | NAESX / SSEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 13 years | - |
| Gain YTD | 3.621 | 3.123 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 51.6M | 300,388% |
| Annual Yield % from dividends | 1.31 | 0.31 | 420% |
| Returns for 1 year | 20.30 | 1.93 | 1,052% |
| Returns for 3 years | 20.81 | -12.73 | -163% |
| Returns for 5 years | 55.79 | 8.29 | 673% |
| Returns for 10 years | 124.23 | 7.32 | 1,698% |