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NAESX vs SSSFX
NAESX vs SSSFX Comparison
Open Charts NAESX vs SSSFX
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
SouthernSun Small Cap, N
Price$20.70
Change+$1.84 (+9.76%)
VolumeN/A
Net Assets205.35M
NAESX vs SSSFX Comparison Chart
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NAESX vs. SSSFX commentary
Apr 11, 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 SSSFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SSSFX (205M). NAESX pays higher dividends than SSSFX: NAESX (1.39) 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 (12.00). 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 : -13.70 vs. SSSFX (-32.55). NAESX return over 5 years is better than : 56.35 vs. SSSFX (9.95).
| 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 | -19.296 | -22.227 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 205M | 69,756% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -13.70 | -32.55 | 42% |
| Returns for 3 years | -5.18 | -32.93 | 16% |
| Returns for 5 years | 56.35 | 9.95 | 566% |
| Returns for 10 years | 63.14 | -28.36 | -223% |
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