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NAESX vs WBCRX
NAESX vs WBCRX Comparison
Open Charts NAESX vs WBCRX
Vanguard Small Cap Index I
Price$115.97
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
William Blair Small-Mid Cap Core R6
Price$17.39
Change+$0.03 (+0.17%)
VolumeN/A
CapitalizationN/A
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NAESX vs WBCRX Comparison Chart
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NAESX vs. WBCRX 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 WBCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 152B vs. WBCRX (189M). NAESX pays higher dividends than WBCRX: NAESX (1.31) vs WBCRX (0.18). NAESX was incepted earlier than WBCRX: NAESX (64 years) vs WBCRX (5 years). WBCRX is a more actively managed with annual turnover of: 41.00 vs. NAESX (12.00). 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 : 28.41 vs. WBCRX (25.50). WBCRX return over 5 years is better than : 73.72 vs. NAESX (59.36).
| NAESX | WBCRX | NAESX / WBCRX | |
| 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 | 13.464 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 189M | 80,423% |
| Annual Yield % from dividends | 1.31 | 0.18 | 719% |
| Returns for 1 year | 28.41 | 25.50 | 111% |
| Returns for 3 years | 8.01 | 10.86 | 74% |
| Returns for 5 years | 59.36 | 73.72 | 81% |
| Returns for 10 years | 137.19 | N/A | - |
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