Ad is loading...
NAESX vs WBCRX
NAESX vs WBCRX Comparison
Open Charts NAESX vs WBCRX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
William Blair Small-Mid Cap Core R6
Price$17.49
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets128.64M
NAESX vs WBCRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WBCRX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. WBCRX (129M). 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 : 21.23 vs. WBCRX (18.36). WBCRX return over 5 years is better than : 59.71 vs. NAESX (48.81).
| 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 | 3.370 | 3.369 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 129M | 120,155% |
| Annual Yield % from dividends | 1.31 | 0.18 | 719% |
| Returns for 1 year | 21.23 | 18.36 | 116% |
| Returns for 3 years | 17.16 | 13.53 | 127% |
| Returns for 5 years | 48.81 | 59.71 | 82% |
| Returns for 10 years | 126.44 | N/A | - |