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NAESX vs SSEIX
NAESX vs SSEIX Comparison
Open Charts NAESX vs SSEIX
Vanguard Small Cap Index I
Price$108.60
Change+$1.50 (+1.40%)
VolumeN/A
Net Assets153.45B
SouthernSun U.S. Equity, I
Price$11.78
Change+$0.25 (+2.17%)
VolumeN/A
Net Assets45.63M
NAESX vs SSEIX Comparison Chart
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NAESX vs. SSEIX commentary
Mar 18, 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 SSEIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SSEIX (45.6M). NAESX pays higher dividends than SSEIX: NAESX (1.20) vs SSEIX (0.00). NAESX was incepted earlier than SSEIX: NAESX (64 years) vs SSEIX (13 years). SSEIX (1.16) is less costly to investors than NAESX (0.17). SSEIX is a more actively managed with annual turnover of: 27.00 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 : 1.97 vs. SSEIX (-14.95). NAESX return over 5 years is better than : 84.19 vs. SSEIX (32.85).
| NAESX | SSEIX | NAESX / SSEIX | |
| Total Expense Ratio | 0.17 | 1.09 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.16 | 15% |
| Fund Existence | 64 years | 13 years | - |
| Gain YTD | -6.991 | -8.041 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 45.6M | 335,526% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 1.97 | -14.95 | -13% |
| Returns for 3 years | 11.73 | -23.23 | -50% |
| Returns for 5 years | 84.19 | 32.85 | 256% |
| Returns for 10 years | 91.38 | -8.91 | -1,026% |
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