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NAESX vs WBCIX
NAESX vs WBCIX Comparison
Open Charts NAESX vs WBCIX
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
William Blair Small-Mid Cap Core I
Price$16.41
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets139.21M
NAESX vs WBCIX Comparison Chart in %
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NAESX vs. WBCIX commentary
Aug 09, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WBCIX (139M). 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 : 9.58 vs. WBCIX (3.64). WBCIX return over 5 years is better than : 57.54 vs. NAESX (54.37).
| 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 | 0.171 | -3.018 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 139M | 110,791% |
| Annual Yield % from dividends | 1.25 | 0.10 | 1,195% |
| Returns for 1 year | 9.58 | 3.64 | 263% |
| Returns for 3 years | 24.10 | 16.62 | 145% |
| Returns for 5 years | 54.37 | 57.54 | 94% |
| Returns for 10 years | 109.08 | N/A | - |
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