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NAESX vs WBCIX
NAESX vs WBCIX Comparison
Open Charts NAESX vs WBCIX
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
William Blair Small-Mid Cap Core I
Price$16.36
Change+$0.14 (+0.86%)
VolumeN/A
Net Assets123.64M
NAESX vs WBCIX Comparison Chart in %
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NAESX vs. WBCIX commentary
Nov 20, 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 Hold and WBCIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WBCIX (124M). NAESX pays higher dividends than WBCIX: NAESX (1.22) 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 : -0.86 vs. WBCIX (-6.10). WBCIX (39.47) and NAESX (39.31) 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 | 2.409 | -3.195 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 124M | 130,645% |
| Annual Yield % from dividends | 1.22 | 0.10 | 1,191% |
| Returns for 1 year | -0.86 | -6.10 | 14% |
| Returns for 3 years | 29.99 | 18.85 | 159% |
| Returns for 5 years | 39.31 | 39.47 | 100% |
| Returns for 10 years | 122.07 | N/A | - |
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