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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Steward Values Enhanced SmMidCapR6
Price$11.88
Change-$0.48 (-3.88%)
VolumeN/A
CapitalizationN/A
NAESX vs SSMOX Comparison Chart
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NAESX vs. SSMOX commentary
Dec 19, 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 Hold and SSMOX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B 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 : 19.54 vs. SSMOX (10.75). NAESX return over 5 years is better than : 53.79 vs. SSMOX (-2.17).
| 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 | 17.994 | 14.977 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 214M | 78,037% |
| Annual Yield % from dividends | 1.31 | 1.15 | 114% |
| Returns for 1 year | 19.54 | 10.75 | 182% |
| Returns for 3 years | 15.71 | -12.70 | -124% |
| Returns for 5 years | 53.79 | -2.17 | -2,478% |
| Returns for 10 years | 124.30 | N/A | - |