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NAESX vs WDSAX
NAESX vs WDSAX Comparison
Open Charts NAESX vs WDSAX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
Allspring Disciplined Small Cap A
Price$11.57
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets86M
NAESX vs WDSAX Comparison Chart
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NAESX vs. WDSAX commentary
Apr 18, 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 WDSAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. WDSAX (86M). NAESX pays higher dividends than WDSAX: NAESX (1.39) vs WDSAX (0.06). NAESX was incepted earlier than WDSAX: NAESX (65 years) vs WDSAX (7 years). WDSAX (1.71) is less costly to investors than NAESX (0.17). WDSAX is a more actively managed with annual turnover of: 57.00 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 : -2.42 vs. WDSAX (-7.36). WDSAX return over 5 years is better than : 78.10 vs. NAESX (66.71).
| NAESX | WDSAX | NAESX / WDSAX | |
| Total Expense Ratio | 0.17 | 0.92 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 1.71 | 10% |
| Fund Existence | 65 years | 7 years | - |
| Gain YTD | -14.464 | -12.838 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 86M | 166,279% |
| Annual Yield % from dividends | 1.39 | 0.06 | 2,151% |
| Returns for 1 year | -2.42 | -7.36 | 33% |
| Returns for 3 years | 0.49 | 0.69 | 70% |
| Returns for 5 years | 66.71 | 78.10 | 85% |
| Returns for 10 years | 73.20 | N/A | - |
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