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NAESX vs WBCIX
NAESX vs WBCIX Comparison
Open Charts NAESX vs WBCIX
Vanguard Small Cap Index I
Price$116.13
Change-$1.18 (-1.01%)
VolumeN/A
Net Assets153.28B
William Blair Small-Mid Cap Core I
Price$16.59
Change-$0.18 (-1.07%)
VolumeN/A
Net Assets129.25M
NAESX vs WBCIX Comparison Chart in %
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NAESX vs. WBCIX commentary
Jul 13, 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: 153B vs. WBCIX (129M). NAESX pays higher dividends than WBCIX: NAESX (1.28) vs WBCIX (0.11). 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 : 8.75 vs. WBCIX (6.39). WBCIX return over 5 years is better than : 75.82 vs. NAESX (68.85).
| 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 | 1.006 | -1.834 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 129M | 118,605% |
| Annual Yield % from dividends | 1.28 | 0.11 | 1,205% |
| Returns for 1 year | 8.75 | 6.39 | 137% |
| Returns for 3 years | 37.57 | 29.94 | 125% |
| Returns for 5 years | 68.85 | 75.82 | 91% |
| Returns for 10 years | 104.46 | N/A | - |
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