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NAESX vs SSSIX
NAESX vs SSSIX Comparison
Open Charts NAESX vs SSSIX
Vanguard Small Cap Index I
Price$105.37
Change+$0.38 (+0.36%)
VolumeN/A
Net Assets139.54B
SouthernSun Small Cap, I
Price$22.99
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets235.9M
NAESX vs SSSIX Comparison Chart
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NAESX vs. SSSIX commentary
May 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 Buy and SSSIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. SSSIX (236M). NAESX pays higher dividends than SSSIX: NAESX (1.43) 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 : -0.80 vs. SSSIX (-18.84). NAESX return over 5 years is better than : 64.48 vs. SSSIX (24.82).
| 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 | -8.744 | -9.514 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 236M | 59,322% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | -0.80 | -18.84 | 4% |
| Returns for 3 years | 14.78 | -19.75 | -75% |
| Returns for 5 years | 64.48 | 24.82 | 260% |
| Returns for 10 years | 87.13 | -12.84 | -678% |
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