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NAESX vs SSSFX
NAESX vs SSSFX Comparison
Open Charts NAESX vs SSSFX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SouthernSun Small Cap, N
Price$24.53
Change+$0.29 (+1.20%)
VolumeN/A
Net Assets260.66M
NAESX vs SSSFX Comparison Chart in %
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NAESX vs. SSSFX commentary
Jul 28, 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 SSSFX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SSSFX (261M). NAESX pays higher dividends than SSSFX: NAESX (1.28) 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 : 8.46 vs. SSSFX (-14.20). NAESX return over 5 years is better than : 66.66 vs. SSSFX (18.61).
| 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 | 2.781 | 1.155 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 261M | 58,621% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 8.46 | -14.20 | -60% |
| Returns for 3 years | 34.15 | -12.80 | -267% |
| Returns for 5 years | 66.66 | 18.61 | 358% |
| Returns for 10 years | 114.71 | 1.20 | 9,584% |
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