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NAESX vs SSSFX
NAESX vs SSSFX Comparison
Open Charts NAESX vs SSSFX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
SouthernSun Small Cap, N
Price$26.71
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets282.64M
NAESX vs SSSFX Comparison Chart in %
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NAESX vs. SSSFX commentary
Sep 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 Hold and SSSFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SSSFX (283M). NAESX pays higher dividends than SSSFX: NAESX (1.20) vs SSSFX (0.00). NAESX was incepted earlier than SSSFX: NAESX (65 years) vs SSSFX (22 years). SSSFX (1.31) is less costly to investors than NAESX (0.17). SSSFX is a more actively managed with annual turnover of: 17.00 vs. NAESX (13.00). SSSFX has a lower initial minimum investment than NAESX: SSSFX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.82 vs. SSSFX (-6.03). NAESX return over 5 years is better than : 65.43 vs. SSSFX (19.03).
| NAESX | SSSFX | NAESX / SSSFX | |
| Total Expense Ratio | 0.17 | 1.31 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.31 | 13% |
| Fund Existence | 65 years | 22 years | - |
| Gain YTD | 5.746 | 9.856 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 283M | 56,890% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 12.82 | -6.03 | -213% |
| Returns for 3 years | 38.26 | -6.89 | -556% |
| Returns for 5 years | 65.43 | 19.03 | 344% |
| Returns for 10 years | 130.73 | 18.49 | 707% |
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