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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
Steward Values Enhanced SmMidCapR6
Price$9.53
Change+$0.08 (+0.85%)
VolumeN/A
Net Assets161.37M
NAESX vs SSMOX Comparison Chart
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NAESX vs. SSMOX commentary
Apr 18, 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: 143B vs. SSMOX (161M). NAESX pays higher dividends than SSMOX: NAESX (1.39) vs SSMOX (1.27). 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 (12.00). 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 : -2.42 vs. SSMOX (-10.48). NAESX return over 5 years is better than : 66.71 vs. SSMOX (7.92).
| 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 | -14.464 | -14.634 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 161M | 88,820% |
| Annual Yield % from dividends | 1.39 | 1.27 | 110% |
| Returns for 1 year | -2.42 | -10.48 | 23% |
| Returns for 3 years | 0.49 | -29.70 | -2% |
| Returns for 5 years | 66.71 | 7.92 | 842% |
| Returns for 10 years | 73.20 | N/A | - |
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