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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Steward Values Enhanced SmMidCapR6
Price$11.18
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets190.2M
NAESX vs SSMOX Comparison Chart in %
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NAESX vs. SSMOX commentary
Jul 07, 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 SSMOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SSMOX (190M). NAESX pays higher dividends than SSMOX: NAESX (1.28) vs SSMOX (1.20). 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: 18.00 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 : 12.22 vs. SSMOX (2.37). NAESX return over 5 years is better than : 69.32 vs. SSMOX (9.35).
| 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 | 1.432 | 0.994 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 190M | 77,895% |
| Annual Yield % from dividends | 1.28 | 1.20 | 107% |
| Returns for 1 year | 12.22 | 2.37 | 517% |
| Returns for 3 years | 37.83 | -5.64 | -671% |
| Returns for 5 years | 69.32 | 9.35 | 741% |
| Returns for 10 years | 108.83 | N/A | - |
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