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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
Steward Values Enhanced SmMidCapR6
Price$11.41
Change-$0.21 (-1.81%)
VolumeN/A
Net Assets170.29M
NAESX vs SSMOX Comparison Chart in %
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NAESX vs. SSMOX commentary
Nov 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 Hold and SSMOX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SSMOX (170M). NAESX pays higher dividends than SSMOX: NAESX (1.22) 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 : 1.42 vs. SSMOX (-6.47). NAESX return over 5 years is better than : 48.22 vs. SSMOX (-6.04).
| 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 | 6.726 | 4.968 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 170M | 95,294% |
| Annual Yield % from dividends | 1.22 | 1.13 | 108% |
| Returns for 1 year | 1.42 | -6.47 | -22% |
| Returns for 3 years | 33.14 | -10.87 | -305% |
| Returns for 5 years | 48.22 | -6.04 | -799% |
| Returns for 10 years | 137.58 | N/A | - |
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