Ad is loading...
NAESX vs SSMAX
NAESX vs SSMAX Comparison
Open Charts NAESX vs SSMAX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
SEI Small/Mid Cap Equity A (SIIT)
Price$9.05
Change-$0.58 (-6.02%)
VolumeN/A
Net Assets819.41M
NAESX vs SSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SSMAX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SSMAX (819M). SSMAX pays higher dividends than NAESX: SSMAX (1.92) vs NAESX (1.39). NAESX was incepted earlier than SSMAX: NAESX (65 years) vs SSMAX (21 years). SSMAX (0.72) is less costly to investors than NAESX (0.17). SSMAX is a more actively managed with annual turnover of: 81.00 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 : 1.18 vs. SSMAX (-5.11). NAESX return over 5 years is better than : 115.68 vs. SSMAX (42.89).
| NAESX | SSMAX | NAESX / SSMAX | |
| Total Expense Ratio | 0.17 | 0.41 | 41% |
| Annual Report Gross Expense Ratio | 0.17 | 0.72 | 24% |
| Fund Existence | 65 years | 21 years | - |
| Gain YTD | -5.833 | -4.559 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 819M | 18,681% |
| Annual Yield % from dividends | 1.39 | 1.92 | 73% |
| Returns for 1 year | 1.18 | -5.11 | -23% |
| Returns for 3 years | 6.44 | -7.76 | -83% |
| Returns for 5 years | 115.68 | 42.89 | 270% |
| Returns for 10 years | 90.61 | -29.54 | -307% |
View a ticker or compare two or three
VS
VS
Ad is loading...