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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Steward Values Enhanced SmMidCapR6
Price$11.44
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets214.23M
NAESX vs SSMOX Comparison Chart
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NAESX vs. SSMOX commentary
Jan 19, 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 Hold and SSMOX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SSMOX (214M). 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 : 21.23 vs. SSMOX (10.70). NAESX return over 5 years is better than : 48.81 vs. SSMOX (-9.48).
| 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 | 3.370 | 2.891 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 214M | 72,430% |
| Annual Yield % from dividends | 1.31 | 1.15 | 114% |
| Returns for 1 year | 21.23 | 10.70 | 198% |
| Returns for 3 years | 17.16 | -18.61 | -92% |
| Returns for 5 years | 48.81 | -9.48 | -515% |
| Returns for 10 years | 126.44 | N/A | - |
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