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NAESX vs SSSIX
NAESX vs SSSIX Comparison
Open Charts NAESX vs SSSIX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
SouthernSun Small Cap, I
Price$21.18
Change-$1.83 (-7.95%)
VolumeN/A
Net Assets239.85M
NAESX vs SSSIX Comparison Chart
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NAESX vs. SSSIX commentary
Apr 04, 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: 153B vs. SSSIX (240M). NAESX pays higher dividends than SSSIX: NAESX (1.39) 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 (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 : 1.18 vs. SSSIX (-19.77). NAESX return over 5 years is better than : 115.68 vs. SSSIX (55.96).
| 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 | -5.833 | -9.159 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 240M | 63,750% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | 1.18 | -19.77 | -6% |
| Returns for 3 years | 6.44 | -22.81 | -28% |
| Returns for 5 years | 115.68 | 55.96 | 207% |
| Returns for 10 years | 90.61 | -13.15 | -689% |
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