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NAESX vs WBCIX
NAESX vs WBCIX Comparison
Open Charts NAESX vs WBCIX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
William Blair Small-Mid Cap Core I
Price$14.71
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets105.26M
NAESX vs WBCIX Comparison Chart
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NAESX vs. WBCIX commentary
Apr 19, 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 WBCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. WBCIX (105M). NAESX pays higher dividends than WBCIX: NAESX (1.39) vs WBCIX (0.11). NAESX was incepted earlier than WBCIX: NAESX (65 years) vs WBCIX (6 years). WBCIX (1.16) is less costly to investors than NAESX (0.17). WBCIX is a more actively managed with annual turnover of: 59.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than WBCIX: NAESX (3000) vs WBCIX (500000). WBCIX annual gain was more profitable for investors over the last year : -1.17 vs. NAESX (-1.58). WBCIX return over 5 years is better than : 76.83 vs. NAESX (68.15).
| NAESX | WBCIX | NAESX / WBCIX | |
| Total Expense Ratio | 0.17 | 0.95 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 1.16 | 15% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | -13.725 | -12.959 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 105M | 136,190% |
| Annual Yield % from dividends | 1.39 | 0.11 | 1,251% |
| Returns for 1 year | -1.58 | -1.17 | 134% |
| Returns for 3 years | 1.35 | -3.49 | -39% |
| Returns for 5 years | 68.15 | 76.83 | 89% |
| Returns for 10 years | 74.70 | N/A | - |
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