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NAESX vs WBCIX
NAESX vs WBCIX Comparison
Open Charts NAESX vs WBCIX
Vanguard Small Cap Index I
Price$124.13
Change+$1.84 (+1.50%)
VolumeN/A
Net Assets161.26B
William Blair Small-Mid Cap Core I
Price$17.31
Change+$0.26 (+1.52%)
VolumeN/A
Net Assets145.12M
NAESX vs WBCIX Comparison Chart in %
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NAESX vs. WBCIX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WBCIX (145M). NAESX pays higher dividends than WBCIX: NAESX (1.20) vs WBCIX (0.10). NAESX was incepted earlier than WBCIX: NAESX (65 years) vs WBCIX (6 years). WBCIX (1.15) is less costly to investors than NAESX (0.17). WBCIX is a more actively managed with annual turnover of: 59.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WBCIX: NAESX (3000) vs WBCIX (500000). NAESX annual gain was more profitable for investors over the last year : 9.60 vs. WBCIX (1.47). WBCIX (69.75) and NAESX (67.20) have equivalent 5 years return.
| NAESX | WBCIX | NAESX / WBCIX | |
| Total Expense Ratio | 0.17 | 0.95 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 1.15 | 15% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | 6.364 | 0.888 | 717% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 145M | 111,034% |
| Annual Yield % from dividends | 1.20 | 0.10 | 1,170% |
| Returns for 1 year | 9.60 | 1.47 | 652% |
| Returns for 3 years | 37.39 | 26.43 | 141% |
| Returns for 5 years | 67.20 | 69.75 | 96% |
| Returns for 10 years | 132.16 | N/A | - |
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