Ad is loading...
NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Steward Values Enhanced SmMidCapR6
Price$10.92
Change-$0.27 (-2.41%)
VolumeN/A
Net Assets204.12M
NAESX vs SSMOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SSMOX commentary
Feb 24, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SSMOX (204M). 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 : 11.22 vs. SSMOX (1.55). NAESX return over 5 years is better than : 44.30 vs. SSMOX (-10.78).
| 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 | -0.321 | -1.355 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 204M | 78,922% |
| Annual Yield % from dividends | 1.31 | 1.15 | 114% |
| Returns for 1 year | 11.22 | 1.55 | 725% |
| Returns for 3 years | 18.76 | -18.06 | -104% |
| Returns for 5 years | 44.30 | -10.78 | -411% |
| Returns for 10 years | 105.17 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...