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NAESX vs WBCIX
NAESX vs WBCIX Comparison
Open Charts NAESX vs WBCIX
Vanguard Small Cap Index I
Price$115.97
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
William Blair Small-Mid Cap Core I
Price$17.36
Change+$0.03 (+0.17%)
VolumeN/A
CapitalizationN/A
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NAESX vs WBCIX Comparison Chart
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NAESX vs. WBCIX commentary
Oct 18, 2024
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 StrongBuy and WBCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 152B vs. WBCIX (189M). NAESX pays higher dividends than WBCIX: NAESX (1.31) vs WBCIX (0.14). NAESX was incepted earlier than WBCIX: NAESX (64 years) vs WBCIX (5 years). WBCIX is a more actively managed with annual turnover of: 41.00 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 : 28.41 vs. WBCIX (25.40). WBCIX return over 5 years is better than : 73.32 vs. NAESX (59.36).
| NAESX | WBCIX | NAESX / WBCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 5 years | - |
| Gain YTD | 13.884 | 13.342 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 189M | 80,423% |
| Annual Yield % from dividends | 1.31 | 0.14 | 943% |
| Returns for 1 year | 28.41 | 25.40 | 112% |
| Returns for 3 years | 8.01 | 10.62 | 75% |
| Returns for 5 years | 59.36 | 73.32 | 81% |
| Returns for 10 years | 137.19 | N/A | - |
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