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NAESX vs SSSIX
NAESX vs SSSIX Comparison
Open Charts NAESX vs SSSIX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
SouthernSun Small Cap, I
Price$23.93
Change-$0.38 (-1.56%)
VolumeN/A
Net Assets244.91M
NAESX vs SSSIX Comparison Chart
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NAESX vs. SSSIX commentary
Jun 16, 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 Buy and SSSIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SSSIX (245M). NAESX pays higher dividends than SSSIX: NAESX (1.35) 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 : 5.19 vs. SSSIX (-15.80). NAESX return over 5 years is better than : 63.19 vs. SSSIX (19.97).
| NAESX | SSSIX | NAESX / SSSIX | |
| Total Expense Ratio | 0.17 | 1.06 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.06 | 16% |
| Fund Existence | 65 years | 16 years | - |
| Gain YTD | -4.390 | -5.527 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 245M | 60,408% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | -15.80 | -33% |
| Returns for 3 years | 31.28 | -14.57 | -215% |
| Returns for 5 years | 63.19 | 19.97 | 316% |
| Returns for 10 years | 92.88 | -10.78 | -862% |
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