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NAESX vs WDSAX
NAESX vs WDSAX Comparison
Open Charts NAESX vs WDSAX
Vanguard Small Cap Index I
Price$108.19
Change-$0.40 (-0.37%)
VolumeN/A
Net Assets139.54B
Allspring Disciplined Small Cap A
Price$12.63
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets92.32M
NAESX vs WDSAX Comparison Chart
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NAESX vs. WDSAX commentary
May 26, 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: 140B vs. WDSAX (92.3M). NAESX pays higher dividends than WDSAX: NAESX (1.43) vs WDSAX (0.07). 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 (13.00). 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 : 2.80 vs. WDSAX (-4.40). WDSAX return over 5 years is better than : 77.44 vs. NAESX (66.59).
| 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 | -5.963 | -5.180 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 92.3M | 151,679% |
| Annual Yield % from dividends | 1.43 | 0.07 | 2,166% |
| Returns for 1 year | 2.80 | -4.40 | -64% |
| Returns for 3 years | 23.57 | 22.24 | 106% |
| Returns for 5 years | 66.59 | 77.44 | 86% |
| Returns for 10 years | 91.88 | N/A | - |
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