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NAESX vs SSMAX
NAESX vs SSMAX Comparison
Open Charts NAESX vs SSMAX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
SEI Small/Mid Cap Equity A (SIIT)
Price$10.42
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets844.2M
NAESX vs SSMAX Comparison Chart
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NAESX vs. SSMAX commentary
Jan 19, 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 SSMAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SSMAX (844M). NAESX (1.31) and SSMAX (1.25) have matching dividends . NAESX was incepted earlier than SSMAX: NAESX (64 years) vs SSMAX (21 years). SSMAX is a more actively managed with annual turnover of: 79.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than SSMAX: NAESX (3000) vs SSMAX (100000). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. SSMAX (12.11). NAESX return over 5 years is better than : 48.81 vs. SSMAX (-2.07).
| NAESX | SSMAX | NAESX / SSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 21 years | - |
| Gain YTD | 3.370 | 3.271 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 844M | 18,365% |
| Annual Yield % from dividends | 1.31 | 1.25 | 105% |
| Returns for 1 year | 21.23 | 12.11 | 175% |
| Returns for 3 years | 17.16 | -2.18 | -787% |
| Returns for 5 years | 48.81 | -2.07 | -2,354% |
| Returns for 10 years | 126.44 | -17.21 | -735% |