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NAESX vs SSSIX
NAESX vs SSSIX Comparison
Open Charts NAESX vs SSSIX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
SouthernSun Small Cap, I
Price$30.85
Change-$0.20 (-0.64%)
VolumeN/A
CapitalizationN/A
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NAESX vs SSSIX Comparison Chart
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NAESX vs. SSSIX commentary
Sep 21, 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 StrongBuy and SSSIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SSSIX (329M). 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 : 20.72 vs. SSSIX (4.03). NAESX return over 5 years is better than : 51.64 vs. SSSIX (32.68).
| 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 | 9.695 | 10.873 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 329M | 45,289% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 20.72 | 4.03 | 515% |
| Returns for 3 years | 5.63 | -4.38 | -128% |
| Returns for 5 years | 51.64 | 32.68 | 158% |
| Returns for 10 years | 113.34 | 2.60 | 4,367% |