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NAESX vs SSRRX
NAESX vs SSRRX Comparison
Open Charts NAESX vs SSRRX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Touchstone Small Company R6
Price$6.16
Change-$0.12 (-1.91%)
VolumeN/A
Net Assets1.14B
NAESX vs SSRRX Comparison Chart
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NAESX vs. SSRRX 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 SSRRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SSRRX (1.14B). NAESX pays higher dividends than SSRRX: NAESX (1.35) vs SSRRX (0.49). NAESX was incepted earlier than SSRRX: NAESX (65 years) vs SSRRX (10 years). SSRRX (0.88) is less costly to investors than NAESX (0.17). SSRRX is a more actively managed with annual turnover of: 59.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SSRRX: NAESX (3000) vs SSRRX (50000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. SSRRX (1.49). NAESX return over 5 years is better than : 63.19 vs. SSRRX (49.17).
| NAESX | SSRRX | NAESX / SSRRX | |
| Total Expense Ratio | 0.17 | 0.81 | 21% |
| Annual Report Gross Expense Ratio | 0.17 | 0.88 | 19% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | -4.390 | -2.686 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.14B | 12,948% |
| Annual Yield % from dividends | 1.35 | 0.49 | 279% |
| Returns for 1 year | 5.19 | 1.49 | 350% |
| Returns for 3 years | 31.28 | 30.33 | 103% |
| Returns for 5 years | 63.19 | 49.17 | 129% |
| Returns for 10 years | 92.88 | 5.80 | 1,602% |
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