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NAESX vs SSRRX
NAESX vs SSRRX Comparison
Open Charts NAESX vs SSRRX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Touchstone Small Company R6
Price$6.52
Change+$0.03 (+0.46%)
VolumeN/A
Net Assets1.23B
NAESX vs SSRRX Comparison Chart in %
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NAESX vs. SSRRX commentary
Jul 27, 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 StrongBuy and SSRRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SSRRX (1.23B). NAESX pays higher dividends than SSRRX: NAESX (1.28) 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 : 8.46 vs. SSRRX (1.59). NAESX return over 5 years is better than : 66.66 vs. SSRRX (54.90).
| 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 | 2.781 | 3.002 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.23B | 12,419% |
| Annual Yield % from dividends | 1.28 | 0.47 | 270% |
| Returns for 1 year | 8.46 | 1.59 | 533% |
| Returns for 3 years | 34.15 | 30.27 | 113% |
| Returns for 5 years | 66.66 | 54.90 | 121% |
| Returns for 10 years | 114.71 | 17.39 | 660% |
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