NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
SSSIX
Price
$25.76
Change
+$0.20 (+0.78%)
Updated
Jul 3 closing price
Net Assets
263.36M
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NAESX vs SSSIX

Header iconNAESX vs SSSIX Comparison
Open Charts NAESX vs SSSIXBanner chart's image
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
SouthernSun Small Cap, I
Price$25.76
Change+$0.20 (+0.78%)
VolumeN/A
Net Assets263.36M
NAESX vs SSSIX Comparison Chart in %
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NAESX vs. SSSIX commentary
Jul 06, 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 SSSIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SSSIX (263M). NAESX pays higher dividends than SSSIX: NAESX (1.28) vs SSSIX (0.00). NAESX was incepted earlier than SSSIX: NAESX (65 years) vs SSSIX (16 years). SSSIX (1.06) is less costly to investors than NAESX (0.17). SSSIX is a more actively managed with annual turnover of: 17.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SSSIX: NAESX (3000) vs SSSIX (100000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. SSSIX (-7.93). NAESX return over 5 years is better than : 69.32 vs. SSSIX (27.55).
NAESXSSSIXNAESX / SSSIX
Total Expense Ratio0.171.0616%
Annual Report Gross Expense Ratio0.171.0616%
Fund Existence65 years16 years-
Gain YTD1.4321.69884%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets148B263M56,274%
Annual Yield % from dividends1.280.00-
Returns for 1 year12.22-7.93-154%
Returns for 3 years37.83-7.24-523%
Returns for 5 years69.3227.55252%
Returns for 10 years108.830.7115,227%
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