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NAESX vs SSMAX
NAESX vs SSMAX Comparison
Open Charts NAESX vs SSMAX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
SEI Small/Mid Cap Equity A (SIIT)
Price$9.83
Change+$0.10 (+1.03%)
VolumeN/A
Net Assets845.5M
NAESX vs SSMAX Comparison Chart
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NAESX vs. SSMAX commentary
Jun 07, 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 SSMAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SSMAX (846M). SSMAX pays higher dividends than NAESX: SSMAX (1.80) vs NAESX (1.35). 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 (13.00). 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 : 5.13 vs. SSMAX (-2.08). NAESX return over 5 years is better than : 52.20 vs. SSMAX (2.50).
| 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 | -4.086 | -3.259 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 846M | 17,494% |
| Annual Yield % from dividends | 1.35 | 1.80 | 75% |
| Returns for 1 year | 5.13 | -2.08 | -246% |
| Returns for 3 years | 16.63 | -2.17 | -768% |
| Returns for 5 years | 52.20 | 2.50 | 2,086% |
| Returns for 10 years | 96.08 | -28.05 | -343% |