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NAESX vs SSSIX
NAESX vs SSSIX Comparison
Open Charts NAESX vs SSSIX
Vanguard Small Cap Index I
Price$116.87
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
SouthernSun Small Cap, I
Price$25.57
Change+$0.17 (+0.67%)
VolumeN/A
CapitalizationN/A
NAESX vs SSSIX Comparison Chart
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NAESX vs. SSSIX commentary
Dec 25, 2024
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: 167B vs. SSSIX (278M). 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 : 13.91 vs. SSSIX (-8.07). NAESX return over 5 years is better than : 48.39 vs. SSSIX (3.07).
| 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 | 14.071 | -7.636 | -184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 278M | 60,072% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 13.91 | -8.07 | -172% |
| Returns for 3 years | 9.32 | -15.03 | -62% |
| Returns for 5 years | 48.39 | 3.07 | 1,574% |
| Returns for 10 years | 113.80 | 0.94 | 12,070% |