Ad is loading...
NAESX vs WBCRX
NAESX vs WBCRX Comparison
Open Charts NAESX vs WBCRX
Vanguard Small Cap Index I
Price$111.56
Change+$0.56 (+0.50%)
VolumeN/A
Net Assets139.54B
William Blair Small-Mid Cap Core R6
Price$16.19
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets119.38M
NAESX vs WBCRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WBCRX commentary
May 14, 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: 140B vs. WBCRX (119M). NAESX pays higher dividends than WBCRX: NAESX (1.43) 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 (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 : 4.29 vs. WBCRX (3.81). WBCRX return over 5 years is better than : 93.42 vs. NAESX (85.28).
| 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 | -3.521 | -4.314 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 119M | 117,647% |
| Annual Yield % from dividends | 1.43 | 0.17 | 828% |
| Returns for 1 year | 4.29 | 3.81 | 113% |
| Returns for 3 years | 24.49 | 18.42 | 133% |
| Returns for 5 years | 85.28 | 93.42 | 91% |
| Returns for 10 years | 96.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...