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NAESX vs SSMAX
NAESX vs SSMAX Comparison
Open Charts NAESX vs SSMAX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
SEI Small/Mid Cap Equity A (SIIT)
Price$10.23
Change+$0.07 (+0.69%)
VolumeN/A
Net Assets936.05M
NAESX vs SSMAX Comparison Chart in %
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NAESX vs. SSMAX commentary
Jul 06, 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 StrongBuy and SSMAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SSMAX (936M). SSMAX pays higher dividends than NAESX: SSMAX (1.75) vs NAESX (1.28). NAESX was incepted earlier than SSMAX: NAESX (65 years) vs SSMAX (22 years). SSMAX (0.72) is less costly to investors than NAESX (0.17). SSMAX is a more actively managed with annual turnover of: 81.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SSMAX: NAESX (3000) vs SSMAX (100000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. SSMAX (2.34). NAESX return over 5 years is better than : 69.32 vs. SSMAX (13.57).
| NAESX | SSMAX | NAESX / SSMAX | |
| Total Expense Ratio | 0.17 | 0.41 | 41% |
| Annual Report Gross Expense Ratio | 0.17 | 0.72 | 24% |
| Fund Existence | 65 years | 22 years | - |
| Gain YTD | 1.432 | 1.712 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 936M | 15,812% |
| Annual Yield % from dividends | 1.28 | 1.75 | 73% |
| Returns for 1 year | 12.22 | 2.34 | 522% |
| Returns for 3 years | 37.83 | 14.76 | 256% |
| Returns for 5 years | 69.32 | 13.57 | 511% |
| Returns for 10 years | 108.83 | -24.00 | -453% |