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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$115.32
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
Steward Values Enhanced SmMidCapR6
Price$10.99
Change+$0.06 (+0.55%)
VolumeN/A
Net Assets183.3M
NAESX vs SSMOX Comparison Chart in %
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NAESX vs. SSMOX commentary
Jul 17, 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 SSMOX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SSMOX (183M). NAESX pays higher dividends than SSMOX: NAESX (1.28) vs SSMOX (1.20). NAESX was incepted earlier than SSMOX: NAESX (65 years) vs SSMOX (8 years). SSMOX (0.53) is less costly to investors than NAESX (0.17). SSMOX has a lower initial minimum investment than NAESX: SSMOX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 2.40 vs. SSMOX (-7.15). NAESX return over 5 years is better than : 61.97 vs. SSMOX (3.53).
| NAESX | SSMOX | NAESX / SSMOX | |
| Total Expense Ratio | 0.17 | 0.53 | 32% |
| Annual Report Gross Expense Ratio | 0.17 | 0.53 | 32% |
| Fund Existence | 65 years | 8 years | - |
| Gain YTD | -0.351 | -1.265 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 183M | 83,607% |
| Annual Yield % from dividends | 1.28 | 1.20 | 107% |
| Returns for 1 year | 2.40 | -7.15 | -34% |
| Returns for 3 years | 34.84 | -7.98 | -437% |
| Returns for 5 years | 61.97 | 3.53 | 1,756% |
| Returns for 10 years | 103.02 | N/A | - |
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