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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$125.81
Change-$1.72 (-1.35%)
VolumeN/A
Net Assets163.34B
Steward Values Enhanced SmMidCapR6
Price$11.94
Change-$0.15 (-1.24%)
VolumeN/A
Net Assets177.69M
NAESX vs SSMOX Comparison Chart in %
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NAESX vs. SSMOX commentary
Dec 14, 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: 163B vs. SSMOX (178M). NAESX pays higher dividends than SSMOX: NAESX (1.21) vs SSMOX (1.11). 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 : 4.21 vs. SSMOX (-4.34). NAESX return over 5 years is better than : 42.60 vs. SSMOX (-10.15).
| 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 | 10.991 | 8.130 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 178M | 91,573% |
| Annual Yield % from dividends | 1.21 | 1.11 | 109% |
| Returns for 1 year | 4.21 | -4.34 | -97% |
| Returns for 3 years | 41.52 | -6.59 | -630% |
| Returns for 5 years | 42.60 | -10.15 | -420% |
| Returns for 10 years | 152.64 | N/A | - |
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