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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$121.27
Change-$1.45 (-1.18%)
VolumeN/A
CapitalizationN/A
Steward Values Enhanced SmMidCapIndex R6
Price$12.57
Change-$0.15 (-1.18%)
VolumeN/A
CapitalizationN/A
NAESX vs SSMOX Comparison Chart
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NAESX vs. SSMOX commentary
Nov 13, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. SSMOX (220M). NAESX pays higher dividends than SSMOX: NAESX (1.31) vs SSMOX (1.15). NAESX was incepted earlier than SSMOX: NAESX (64 years) vs SSMOX (7 years). SSMOX is a more actively managed with annual turnover of: 20.00 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 : 40.20 vs. SSMOX (30.10). NAESX return over 5 years is better than : 62.99 vs. SSMOX (-2.80).
| NAESX | SSMOX | NAESX / SSMOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 7 years | - |
| Gain YTD | 20.368 | 17.023 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 220M | 68,636% |
| Annual Yield % from dividends | 1.31 | 1.15 | 114% |
| Returns for 1 year | 40.20 | 30.10 | 134% |
| Returns for 3 years | 8.87 | -27.58 | -32% |
| Returns for 5 years | 62.99 | -2.80 | -2,250% |
| Returns for 10 years | 131.69 | N/A | - |
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