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NAESX vs SSRRX
NAESX vs SSRRX Comparison
Open Charts NAESX vs SSRRX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Touchstone Small Company R6
Price$6.55
Change+$0.03 (+0.46%)
VolumeN/A
Net Assets1.21B
NAESX vs SSRRX Comparison Chart
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NAESX vs. SSRRX 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 SSRRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SSRRX (1.21B). NAESX pays higher dividends than SSRRX: NAESX (1.31) vs SSRRX (0.00). NAESX was incepted earlier than SSRRX: NAESX (64 years) vs SSRRX (10 years). SSRRX is a more actively managed with annual turnover of: 94.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than SSRRX: NAESX (3000) vs SSRRX (50000). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. SSRRX (14.48). NAESX return over 5 years is better than : 48.81 vs. SSRRX (30.61).
| NAESX | SSRRX | NAESX / SSRRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 10 years | - |
| Gain YTD | 3.370 | 3.476 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.21B | 12,810% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 21.23 | 14.48 | 147% |
| Returns for 3 years | 17.16 | 12.72 | 135% |
| Returns for 5 years | 48.81 | 30.61 | 159% |
| Returns for 10 years | 126.44 | 23.91 | 529% |