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NAESX vs SSSIX
NAESX vs SSSIX Comparison
Open Charts NAESX vs SSSIX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
SouthernSun Small Cap, I
Price$24.84
Change-$0.48 (-1.90%)
VolumeN/A
Net Assets259.29M
NAESX vs SSSIX Comparison Chart
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NAESX vs. SSSIX commentary
Feb 23, 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 SSSIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SSSIX (259M). NAESX pays higher dividends than SSSIX: NAESX (1.31) vs SSSIX (0.00). NAESX was incepted earlier than SSSIX: NAESX (64 years) vs SSSIX (15 years). SSSIX is a more actively managed with annual turnover of: 40.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than SSSIX: NAESX (3000) vs SSSIX (100000). NAESX annual gain was more profitable for investors over the last year : 11.22 vs. SSSIX (-8.74). NAESX return over 5 years is better than : 44.30 vs. SSSIX (7.50).
| NAESX | SSSIX | NAESX / SSSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 15 years | - |
| Gain YTD | -0.321 | -1.934 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 259M | 62,162% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 11.22 | -8.74 | -128% |
| Returns for 3 years | 18.76 | -13.69 | -137% |
| Returns for 5 years | 44.30 | 7.50 | 591% |
| Returns for 10 years | 105.17 | -4.61 | -2,280% |
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