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NAESX vs WBCRX
NAESX vs WBCRX Comparison
Open Charts NAESX vs WBCRX
Vanguard Small Cap Index I
Price$121.00
Change-$0.46 (-0.38%)
VolumeN/A
Net Assets154.18B
William Blair Small-Mid Cap Core R6
Price$16.98
Change-$0.10 (-0.59%)
VolumeN/A
Net Assets142.02M
NAESX vs WBCRX Comparison Chart in %
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NAESX vs. WBCRX commentary
Aug 31, 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 WBCRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WBCRX (142M). NAESX pays higher dividends than WBCRX: NAESX (1.20) vs WBCRX (0.15). NAESX was incepted earlier than WBCRX: NAESX (65 years) vs WBCRX (6 years). WBCRX (1.01) is less costly to investors than NAESX (0.17). WBCRX is a more actively managed with annual turnover of: 59.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WBCRX: NAESX (3000) vs WBCRX (1000000). NAESX annual gain was more profitable for investors over the last year : 9.26 vs. WBCRX (2.14). WBCRX (61.52) and NAESX (60.40) have equivalent 5 years return.
| NAESX | WBCRX | NAESX / WBCRX | |
| Total Expense Ratio | 0.17 | 0.90 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 1.01 | 17% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | 5.242 | 0.355 | 1,478% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 142M | 108,451% |
| Annual Yield % from dividends | 1.20 | 0.15 | 776% |
| Returns for 1 year | 9.26 | 2.14 | 432% |
| Returns for 3 years | 33.79 | 24.02 | 141% |
| Returns for 5 years | 60.40 | 61.52 | 98% |
| Returns for 10 years | 136.50 | N/A | - |