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NAESX vs WDSAX
NAESX vs WDSAX Comparison
Open Charts NAESX vs WDSAX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Allspring Disciplined Small Cap A
Price$13.07
Change-$0.40 (-2.97%)
VolumeN/A
Net Assets54.86M
NAESX vs WDSAX Comparison Chart
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NAESX vs. WDSAX commentary
Feb 23, 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 WDSAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WDSAX (54.9M). NAESX pays higher dividends than WDSAX: NAESX (1.31) vs WDSAX (0.10). NAESX was incepted earlier than WDSAX: NAESX (64 years) vs WDSAX (7 years). WDSAX is a more actively managed with annual turnover of: 53.00 vs. NAESX (12.00). WDSAX has a lower initial minimum investment than NAESX: WDSAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 11.22 vs. WDSAX (3.55). NAESX (44.30) and WDSAX (43.71) have equivalent 5 years return.
| NAESX | WDSAX | NAESX / WDSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 7 years | - |
| Gain YTD | -0.321 | -1.877 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 54.9M | 293,260% |
| Annual Yield % from dividends | 1.31 | 0.10 | 1,363% |
| Returns for 1 year | 11.22 | 3.55 | 316% |
| Returns for 3 years | 18.76 | 14.14 | 133% |
| Returns for 5 years | 44.30 | 43.71 | 101% |
| Returns for 10 years | 105.17 | N/A | - |
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