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NAESX vs WBCIX
NAESX vs WBCIX Comparison
Open Charts NAESX vs WBCIX
Vanguard Small Cap Index I
Price$109.44
Change+$0.65 (+0.60%)
VolumeN/A
Net Assets153.45B
William Blair Small-Mid Cap Core I
Price$15.93
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets115.71M
NAESX vs WBCIX Comparison Chart
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NAESX vs. WBCIX commentary
Mar 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WBCIX (116M). NAESX pays higher dividends than WBCIX: NAESX (1.20) vs WBCIX (0.10). NAESX was incepted earlier than WBCIX: NAESX (64 years) vs WBCIX (5 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). NAESX annual gain was more profitable for investors over the last year : 2.54 vs. WBCIX (0.48). WBCIX return over 5 years is better than : 65.33 vs. NAESX (59.49).
| NAESX | WBCIX | NAESX / WBCIX | |
| Total Expense Ratio | 0.17 | 0.95 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 1.16 | 15% |
| Fund Existence | 64 years | 5 years | - |
| Gain YTD | -4.959 | -5.740 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 116M | 131,897% |
| Annual Yield % from dividends | 1.20 | 0.10 | 1,161% |
| Returns for 1 year | 2.54 | 0.48 | 527% |
| Returns for 3 years | 15.65 | 8.72 | 180% |
| Returns for 5 years | 59.49 | 65.33 | 91% |
| Returns for 10 years | 100.54 | N/A | - |
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