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NAESX vs SSSIX
NAESX vs SSSIX Comparison
Open Charts NAESX vs SSSIX
Vanguard Small Cap Index I
Price$115.17
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
SouthernSun Small Cap, I
Price$26.10
Change+$0.34 (+1.32%)
VolumeN/A
Net Assets261.14M
NAESX vs SSSIX Comparison Chart in %
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NAESX vs. SSSIX commentary
Aug 08, 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: 154B vs. SSSIX (261M). NAESX pays higher dividends than SSSIX: NAESX (1.25) vs SSSIX (0.00). NAESX was incepted earlier than SSSIX: NAESX (65 years) vs SSSIX (16 years). SSSIX (1.06) is less costly to investors than NAESX (0.17). SSSIX is a more actively managed with annual turnover of: 17.00 vs. NAESX (13.00). 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 : 12.34 vs. SSSIX (-8.59). NAESX return over 5 years is better than : 54.62 vs. SSSIX (14.14).
| NAESX | SSSIX | NAESX / SSSIX | |
| Total Expense Ratio | 0.17 | 1.06 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.06 | 16% |
| Fund Existence | 65 years | 16 years | - |
| Gain YTD | 0.337 | 1.698 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 261M | 59,004% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 12.34 | -8.59 | -144% |
| Returns for 3 years | 22.72 | -15.62 | -145% |
| Returns for 5 years | 54.62 | 14.14 | 386% |
| Returns for 10 years | 107.61 | 2.53 | 4,246% |
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