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NAESX vs SSSFX
NAESX vs SSSFX Comparison
Open Charts NAESX vs SSSFX
Vanguard Small Cap Index I
Price$118.83
Change-$3.72 (-3.04%)
VolumeN/A
Net Assets162.36B
SouthernSun Small Cap, N
Price$25.46
Change-$0.65 (-2.49%)
VolumeN/A
Net Assets275.38M
NAESX vs SSSFX Comparison Chart in %
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NAESX vs. SSSFX commentary
Oct 12, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SSSFX (275M). NAESX pays higher dividends than SSSFX: NAESX (1.23) 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 : 9.08 vs. SSSFX (-9.90). NAESX return over 5 years is better than : 56.59 vs. SSSFX (12.88).
| 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 | 6.657 | 7.670 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 275M | 58,909% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 9.08 | -9.90 | -92% |
| Returns for 3 years | 48.16 | -7.15 | -674% |
| Returns for 5 years | 56.59 | 12.88 | 439% |
| Returns for 10 years | 134.70 | 16.18 | 832% |
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