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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
Steward Values Enhanced SmMidCapR6
Price$11.58
Change+$0.12 (+1.05%)
VolumeN/A
Net Assets172.97M
NAESX vs SSMOX Comparison Chart in %
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NAESX vs. SSMOX commentary
Sep 29, 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 Buy and SSMOX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SSMOX (173M). NAESX pays higher dividends than SSMOX: NAESX (1.20) vs SSMOX (1.13). NAESX was incepted earlier than SSMOX: NAESX (65 years) vs SSMOX (8 years). SSMOX (0.53) is less costly to investors than NAESX (0.17). SSMOX is a more actively managed with annual turnover of: 36.00 vs. NAESX (13.00). SSMOX has a lower initial minimum investment than NAESX: SSMOX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.00 vs. SSMOX (-1.05). NAESX return over 5 years is better than : 71.48 vs. SSMOX (10.14).
| NAESX | SSMOX | NAESX / SSMOX | |
| Total Expense Ratio | 0.17 | 0.53 | 32% |
| Annual Report Gross Expense Ratio | 0.17 | 0.53 | 32% |
| Fund Existence | 65 years | 8 years | - |
| Gain YTD | 6.199 | 4.607 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 173M | 93,064% |
| Annual Yield % from dividends | 1.20 | 1.13 | 106% |
| Returns for 1 year | 8.00 | -1.05 | -765% |
| Returns for 3 years | 50.66 | 2.24 | 2,263% |
| Returns for 5 years | 71.48 | 10.14 | 705% |
| Returns for 10 years | 148.14 | N/A | - |
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