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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$122.36
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
Steward Values Enhanced SmMidCapR6
Price$11.57
Change-$0.02 (-0.17%)
VolumeN/A
Net AssetsN/A
NAESX vs SSMOX Comparison Chart in %
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NAESX vs. SSMOX commentary
Sep 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 pays higher dividends than SSMOX: NAESX (1.20) 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 : 10.47 vs. SSMOX (0.91). NAESX return over 5 years is better than : 66.22 vs. SSMOX (5.44).
| 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 | 6.555 | 4.697 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | N/A | - |
| Annual Yield % from dividends | 1.20 | 1.13 | 106% |
| Returns for 1 year | 10.47 | 0.91 | 1,145% |
| Returns for 3 years | 39.00 | -4.82 | -809% |
| Returns for 5 years | 66.22 | 5.44 | 1,216% |
| Returns for 10 years | 132.70 | N/A | - |
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