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NAESX vs SSSIX
NAESX vs SSSIX Comparison
Open Charts NAESX vs SSSIX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
SouthernSun Small Cap, I
Price$27.47
Change-$0.13 (-0.47%)
VolumeN/A
Net Assets276.25M
NAESX vs SSSIX Comparison Chart in %
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NAESX vs. SSSIX commentary
Oct 19, 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: 162B vs. SSSIX (276M). NAESX pays higher dividends than SSSIX: NAESX (1.23) 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 : 4.92 vs. SSSIX (-12.57). NAESX return over 5 years is better than : 55.28 vs. SSSIX (15.78).
| 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 | 5.577 | 8.448 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 276M | 58,696% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 4.92 | -12.57 | -39% |
| Returns for 3 years | 41.91 | -8.10 | -518% |
| Returns for 5 years | 55.28 | 15.78 | 350% |
| Returns for 10 years | 130.16 | 22.26 | 585% |
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