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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
Steward Values Enhanced SmMidCapR6
Price$10.26
Change+$0.15 (+1.48%)
VolumeN/A
Net Assets172.18M
NAESX vs SSMOX Comparison Chart
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NAESX vs. SSMOX commentary
May 09, 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: 140B vs. SSMOX (172M). NAESX pays higher dividends than SSMOX: NAESX (1.43) vs SSMOX (1.30). 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 : -0.09 vs. SSMOX (-9.08). NAESX return over 5 years is better than : 65.08 vs. SSMOX (6.43).
| 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 | -8.414 | -8.672 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 172M | 81,395% |
| Annual Yield % from dividends | 1.43 | 1.30 | 109% |
| Returns for 1 year | -0.09 | -9.08 | 1% |
| Returns for 3 years | 20.27 | -17.82 | -114% |
| Returns for 5 years | 65.08 | 6.43 | 1,011% |
| Returns for 10 years | 87.81 | N/A | - |
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