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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
Steward Values Enhanced SmMidCapR6
Price$11.18
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets164.8M
NAESX vs SSMOX Comparison Chart in %
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NAESX vs. SSMOX commentary
Nov 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 SSMOX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SSMOX (165M). NAESX pays higher dividends than SSMOX: NAESX (1.22) vs SSMOX (1.13). 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 is a more actively managed with annual turnover of: 36.00 vs. NAESX (13.00). 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 : -0.55 vs. SSMOX (-7.90). NAESX return over 5 years is better than : 39.03 vs. SSMOX (-11.80).
| 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 | 2.218 | 0.813 | 273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 165M | 98,182% |
| Annual Yield % from dividends | 1.22 | 1.13 | 108% |
| Returns for 1 year | -0.55 | -7.90 | 7% |
| Returns for 3 years | 29.75 | -13.56 | -219% |
| Returns for 5 years | 39.03 | -11.80 | -331% |
| Returns for 10 years | 121.66 | N/A | - |
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