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NAESX vs SSRRX
NAESX vs SSRRX Comparison
Open Charts NAESX vs SSRRX
Vanguard Small Cap Index I
Price$122.29
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets161.26B
Touchstone Small Company R6
Price$6.76
Change+$0.01 (+0.15%)
VolumeN/A
Net Assets1.32B
NAESX vs SSRRX Comparison Chart in %
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NAESX vs. SSRRX commentary
Sep 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 Buy and SSRRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SSRRX (1.32B). NAESX pays higher dividends than SSRRX: NAESX (1.20) vs SSRRX (0.44). NAESX was incepted earlier than SSRRX: NAESX (65 years) vs SSRRX (11 years). SSRRX (0.88) is less costly to investors than NAESX (0.17). SSRRX is a more actively managed with annual turnover of: 59.00 vs. NAESX (13.00). 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 : 9.72 vs. SSRRX (3.41). NAESX return over 5 years is better than : 67.30 vs. SSRRX (55.59).
| NAESX | SSRRX | NAESX / SSRRX | |
| Total Expense Ratio | 0.17 | 0.81 | 21% |
| Annual Report Gross Expense Ratio | 0.17 | 0.88 | 19% |
| Fund Existence | 65 years | 11 years | - |
| Gain YTD | 6.425 | 6.635 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.32B | 12,206% |
| Annual Yield % from dividends | 1.20 | 0.44 | 270% |
| Returns for 1 year | 9.72 | 3.41 | 285% |
| Returns for 3 years | 38.83 | 36.49 | 106% |
| Returns for 5 years | 67.30 | 55.59 | 121% |
| Returns for 10 years | 132.42 | 26.04 | 509% |
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