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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Steward Values Enhanced SmMidCapR6
Price$10.52
Change-$0.17 (-1.59%)
VolumeN/A
Net Assets179.17M
NAESX vs SSMOX Comparison Chart
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NAESX vs. SSMOX commentary
Jun 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SSMOX (179M). NAESX pays higher dividends than SSMOX: NAESX (1.35) vs SSMOX (1.24). 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 : 5.19 vs. SSMOX (-4.11). NAESX return over 5 years is better than : 63.19 vs. SSMOX (3.77).
| 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 | -4.390 | -4.968 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 179M | 82,682% |
| Annual Yield % from dividends | 1.35 | 1.24 | 109% |
| Returns for 1 year | 5.19 | -4.11 | -126% |
| Returns for 3 years | 31.28 | -10.77 | -290% |
| Returns for 5 years | 63.19 | 3.77 | 1,678% |
| Returns for 10 years | 92.88 | N/A | - |
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