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NAESX vs SSSFX
NAESX vs SSSFX Comparison
Open Charts NAESX vs SSSFX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
SouthernSun Small Cap, N
Price$26.92
Change+$0.81 (+3.10%)
VolumeN/A
Net Assets284.28M
NAESX vs SSSFX Comparison Chart in %
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NAESX vs. SSSFX commentary
Feb 04, 2026
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 (284M). NAESX pays higher dividends than SSSFX: NAESX (1.16) 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: 30.00 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 : 10.68 vs. SSSFX (10.10). NAESX return over 5 years is better than : 31.77 vs. SSSFX (-9.23).
| 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 | 5.519 | 11.286 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 284M | 57,042% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 10.68 | 10.10 | 106% |
| Returns for 3 years | 33.00 | -10.77 | -306% |
| Returns for 5 years | 31.77 | -9.23 | -344% |
| Returns for 10 years | 185.98 | 55.57 | 335% |
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