NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
SSSIX
Price
$25.66
Change
+$0.30 (+1.18%)
Updated
Jul 25 closing price
Net Assets
260.66M
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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$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SouthernSun Small Cap, I
Price$25.66
Change+$0.30 (+1.18%)
VolumeN/A
Net Assets260.66M
NAESX vs SSSIX Comparison Chart in %
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NAESX vs. SSSIX 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 SSSIX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SSSIX (261M). 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 : 8.46 vs. SSSIX (-13.57). NAESX return over 5 years is better than : 66.66 vs. SSSIX (21.88).
NAESXSSSIXNAESX / SSSIX
Total Expense Ratio0.171.0616%
Annual Report Gross Expense Ratio0.171.0616%
Fund Existence65 years16 years-
Gain YTD2.7811.303213%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets153B261M58,621%
Annual Yield % from dividends1.280.00-
Returns for 1 year8.46-13.57-62%
Returns for 3 years34.15-11.12-307%
Returns for 5 years66.6621.88305%
Returns for 10 years114.715.412,122%
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