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NAESX vs WDSAX
NAESX vs WDSAX Comparison
Open Charts NAESX vs WDSAX
Vanguard Small Cap Index I
Price$120.41
Change-$0.59 (-0.49%)
VolumeN/A
Net Assets155.27B
Allspring Disciplined Small Cap A
Price$13.89
Change-$0.09 (-0.64%)
VolumeN/A
Net Assets57.51M
NAESX vs WDSAX Comparison Chart
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NAESX vs. WDSAX commentary
Jan 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: 155B vs. WDSAX (57.5M). NAESX pays higher dividends than WDSAX: NAESX (1.31) vs WDSAX (0.10). NAESX was incepted earlier than WDSAX: NAESX (64 years) vs WDSAX (6 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 : 20.29 vs. WDSAX (12.54). NAESX (52.16) and WDSAX (51.88) 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 | 6 years | - |
| Gain YTD | 5.080 | 4.955 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 57.5M | 269,565% |
| Annual Yield % from dividends | 1.31 | 0.10 | 1,363% |
| Returns for 1 year | 20.29 | 12.54 | 162% |
| Returns for 3 years | 25.05 | 22.10 | 113% |
| Returns for 5 years | 52.16 | 51.88 | 101% |
| Returns for 10 years | 126.03 | N/A | - |
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