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NAESX vs SSMOX
NAESX vs SSMOX Comparison
Open Charts NAESX vs SSMOX
Vanguard Small Cap Index I
Price$122.98
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
Steward Values Enhanced SmMidCapR6
Price$11.59
Change+$0.15 (+1.31%)
VolumeN/A
Net Assets170.34M
NAESX vs SSMOX Comparison Chart in %
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NAESX vs. SSMOX commentary
Oct 21, 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 (1.23) 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 : 6.20 vs. SSMOX (-3.41). NAESX return over 5 years is better than : 59.92 vs. SSMOX (0.64).
| 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 | 7.031 | 4.697 | 150% |
| 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 | 1.23 | 1.13 | 109% |
| Returns for 1 year | 6.20 | -3.41 | -182% |
| Returns for 3 years | 45.67 | -2.81 | -1,623% |
| Returns for 5 years | 59.92 | 0.64 | 9,432% |
| Returns for 10 years | 133.16 | N/A | - |
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