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NAESX vs SSRRX
NAESX vs SSRRX Comparison
Open Charts NAESX vs SSRRX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Touchstone Small Company R6
Price$6.54
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.24B
NAESX vs SSRRX Comparison Chart in %
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NAESX vs. SSRRX commentary
Aug 19, 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 SSRRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SSRRX (1.25B). NAESX pays higher dividends than SSRRX: NAESX (1.25) vs SSRRX (0.47). NAESX was incepted earlier than SSRRX: NAESX (65 years) vs SSRRX (11 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 : 9.15 vs. SSRRX (2.38). NAESX return over 5 years is better than : 57.53 vs. SSRRX (45.41).
| 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 | 11 years | - |
| Gain YTD | 2.494 | 3.318 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.25B | 12,369% |
| Annual Yield % from dividends | 1.25 | 0.47 | 268% |
| Returns for 1 year | 9.15 | 2.38 | 385% |
| Returns for 3 years | 20.39 | 18.21 | 112% |
| Returns for 5 years | 57.53 | 45.41 | 127% |
| Returns for 10 years | 112.59 | 14.47 | 778% |
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