Interact to see
Advertisement
Advertisement
NAESX vs WBCIX
NAESX vs WBCIX Comparison
Open Charts NAESX vs WBCIX
Vanguard Small Cap Index I
Price$121.46
Change+$0.30 (+0.25%)
VolumeN/A
Net Assets154.18B
William Blair Small-Mid Cap Core I
Price$17.06
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets142.02M
NAESX vs WBCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WBCIX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WBCIX (142M). NAESX pays higher dividends than WBCIX: NAESX (1.25) 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 : 9.99 vs. WBCIX (3.26). WBCIX (61.83) and NAESX (60.61) 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 | 5.381 | 0.769 | 700% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 142M | 108,451% |
| Annual Yield % from dividends | 1.25 | 0.10 | 1,195% |
| Returns for 1 year | 9.99 | 3.26 | 307% |
| Returns for 3 years | 32.16 | 23.01 | 140% |
| Returns for 5 years | 60.61 | 61.83 | 98% |
| Returns for 10 years | 130.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement