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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Steward Values Enhanced SmMidCapR6
Price$10.66
Change+$0.12 (+1.14%)
VolumeN/A
Net Assets179.98M
NAESX vs SSMOX Comparison Chart
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NAESX vs. SSMOX 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 SSMOX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SSMOX (180M). NAESX pays higher dividends than SSMOX: NAESX (1.35) vs SSMOX (1.24). NAESX was incepted earlier than SSMOX: NAESX (65 years) vs SSMOX (7 years). SSMOX (0.53) is less costly to investors than NAESX (0.17). SSMOX is a more actively managed with annual turnover of: 18.00 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 : 5.13 vs. SSMOX (-4.62). NAESX return over 5 years is better than : 52.20 vs. SSMOX (-5.03).
| 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 | 7 years | - |
| Gain YTD | -4.086 | -4.788 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 180M | 82,222% |
| Annual Yield % from dividends | 1.35 | 1.24 | 109% |
| Returns for 1 year | 5.13 | -4.62 | -111% |
| Returns for 3 years | 16.63 | -20.16 | -82% |
| Returns for 5 years | 52.20 | -5.03 | -1,039% |
| Returns for 10 years | 96.08 | N/A | - |
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