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NAESX vs SSSFX
NAESX vs SSSFX Comparison
Open Charts NAESX vs SSSFX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SouthernSun Small Cap, N
Price$25.88
Change-$0.19 (-0.73%)
VolumeN/A
Net Assets274.62M
NAESX vs SSSFX Comparison Chart in %
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NAESX vs. SSSFX commentary
Aug 18, 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: 154B vs. SSSFX (275M). NAESX pays higher dividends than SSSFX: NAESX (1.25) 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 : 9.15 vs. SSSFX (-8.81). NAESX return over 5 years is better than : 57.53 vs. SSSFX (14.71).
| 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 | 2.494 | 6.722 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 275M | 56,000% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 9.15 | -8.81 | -104% |
| Returns for 3 years | 20.39 | -17.45 | -117% |
| Returns for 5 years | 57.53 | 14.71 | 391% |
| Returns for 10 years | 112.59 | 5.76 | 1,953% |
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