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NAESX vs SSSFX
NAESX vs SSSFX Comparison
Open Charts NAESX vs SSSFX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
SouthernSun Small Cap, N
Price$24.85
Change-$0.49 (-1.93%)
VolumeN/A
Net Assets265.32M
NAESX vs SSSFX Comparison Chart in %
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NAESX vs. SSSFX 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 SSSFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SSSFX (265M). NAESX pays higher dividends than SSSFX: NAESX (1.22) vs SSSFX (0.00). NAESX was incepted earlier than SSSFX: NAESX (65 years) vs SSSFX (22 years). SSSFX (1.31) is less costly to investors than NAESX (0.17). SSSFX is a more actively managed with annual turnover of: 17.00 vs. NAESX (13.00). SSSFX has a lower initial minimum investment than NAESX: SSSFX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.42 vs. SSSFX (-15.56). NAESX return over 5 years is better than : 48.22 vs. SSSFX (1.32).
| NAESX | SSSFX | NAESX / SSSFX | |
| Total Expense Ratio | 0.17 | 1.31 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.31 | 13% |
| Fund Existence | 65 years | 22 years | - |
| Gain YTD | 6.726 | 4.495 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 265M | 61,132% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | 1.42 | -15.56 | -9% |
| Returns for 3 years | 33.14 | -20.34 | -163% |
| Returns for 5 years | 48.22 | 1.32 | 3,647% |
| Returns for 10 years | 137.58 | 18.05 | 762% |
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