Ad is loading...
Ad is loading...
NAESX vs WBCRX
NAESX vs WBCRX Comparison
Open Charts NAESX vs WBCRX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
William Blair Small-Mid Cap Core R6
Price$17.29
Change-$0.19 (-1.09%)
VolumeN/A
CapitalizationN/A
NAESX vs WBCRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WBCRX commentary
Nov 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: 151B vs. WBCRX (185M). 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 : 30.24 vs. WBCRX (24.19). WBCRX return over 5 years is better than : 66.22 vs. NAESX (55.43).
| 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 | 15.758 | 13.007 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 185M | 81,622% |
| Annual Yield % from dividends | 1.31 | 0.18 | 719% |
| Returns for 1 year | 30.24 | 24.19 | 125% |
| Returns for 3 years | 4.66 | 2.09 | 223% |
| Returns for 5 years | 55.43 | 66.22 | 84% |
| Returns for 10 years | 122.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...