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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
Steward Values Enhanced SmMidCapR6
Price$11.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets173.84M
NAESX vs SSMOX Comparison Chart in %
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NAESX vs. SSMOX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SSMOX (174M). NAESX pays higher dividends than SSMOX: NAESX (1.23) 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 : 10.42 vs. SSMOX (-0.36). NAESX return over 5 years is better than : 58.94 vs. SSMOX (1.50).
| 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 | 7.684 | 5.510 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 174M | 93,103% |
| Annual Yield % from dividends | 1.23 | 1.13 | 109% |
| Returns for 1 year | 10.42 | -0.36 | -2,897% |
| Returns for 3 years | 48.54 | 0.30 | 16,334% |
| Returns for 5 years | 58.94 | 1.50 | 3,927% |
| Returns for 10 years | 133.72 | N/A | - |
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