Ad is loading...
NAESX vs WBCRX
NAESX vs WBCRX Comparison
Open Charts NAESX vs WBCRX
Vanguard Small Cap Index I
Price$98.41
Change-$1.16 (-1.17%)
VolumeN/A
Net Assets143.36B
William Blair Small-Mid Cap Core R6
Price$14.65
Change-$0.15 (-1.01%)
VolumeN/A
Net Assets103.91M
NAESX vs WBCRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WBCRX commentary
Apr 17, 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 Buy and WBCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. WBCRX (104M). NAESX pays higher dividends than WBCRX: NAESX (1.39) vs WBCRX (0.17). 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 (12.00). NAESX has a lower initial minimum investment than WBCRX: NAESX (3000) vs WBCRX (1000000). WBCRX annual gain was more profitable for investors over the last year : -1.38 vs. NAESX (-2.03). WBCRX return over 5 years is better than : 78.09 vs. NAESX (68.67).
| 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 | -13.455 | -12.530 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 104M | 137,500% |
| Annual Yield % from dividends | 1.39 | 0.17 | 829% |
| Returns for 1 year | -2.03 | -1.38 | 148% |
| Returns for 3 years | 1.12 | -3.37 | -33% |
| Returns for 5 years | 68.67 | 78.09 | 88% |
| Returns for 10 years | 76.65 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...