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NAESX vs SSRRX
NAESX vs SSRRX Comparison
Open Charts NAESX vs SSRRX
Vanguard Small Cap Index I
Price$120.67
Change-$0.60 (-0.49%)
VolumeN/A
CapitalizationN/A
Touchstone Small Company R6
Price$7.05
Change-$0.05 (-0.70%)
VolumeN/A
CapitalizationN/A
NAESX vs SSRRX Comparison Chart
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NAESX vs. SSRRX commentary
Nov 14, 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 StrongBuy and SSRRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. SSRRX (1.24B). 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). SSRRX annual gain was more profitable for investors over the last year : 37.60 vs. NAESX (32.08). NAESX return over 5 years is better than : 58.92 vs. SSRRX (40.87).
| 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 | 18.357 | 20.543 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.24B | 12,138% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 32.08 | 37.60 | 85% |
| Returns for 3 years | 7.05 | -4.31 | -163% |
| Returns for 5 years | 58.92 | 40.87 | 144% |
| Returns for 10 years | 127.82 | N/A | - |
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