Interact to see
Advertisement
Advertisement
NAESX vs SSRRX
NAESX vs SSRRX Comparison
Open Charts NAESX vs SSRRX
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
Touchstone Small Company R6
Price$6.21
Change-$0.01 (-0.16%)
VolumeN/A
Net Assets1.15B
NAESX vs SSRRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SSRRX commentary
Jun 06, 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 StrongBuy and SSRRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SSRRX (1.15B). NAESX pays higher dividends than SSRRX: NAESX (1.35) vs SSRRX (0.49). NAESX was incepted earlier than SSRRX: NAESX (65 years) vs SSRRX (10 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 : 4.88 vs. SSRRX (1.97). NAESX return over 5 years is better than : 52.45 vs. SSRRX (37.38).
| 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 | 10 years | - |
| Gain YTD | -3.929 | -1.738 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.15B | 12,858% |
| Annual Yield % from dividends | 1.35 | 0.49 | 279% |
| Returns for 1 year | 4.88 | 1.97 | 247% |
| Returns for 3 years | 18.26 | 19.98 | 91% |
| Returns for 5 years | 52.45 | 37.38 | 140% |
| Returns for 10 years | 95.90 | 8.87 | 1,081% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement