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NAESX vs WDSAX
NAESX vs WDSAX Comparison
Open Charts NAESX vs WDSAX
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
Allspring Disciplined Small Cap A
Price$13.35
Change+$0.09 (+0.68%)
VolumeN/A
CapitalizationN/A
NAESX vs WDSAX Comparison Chart
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NAESX vs. WDSAX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. WDSAX (54.6M). 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 : 14.50 vs. WDSAX (6.70). NAESX return over 5 years is better than : 47.90 vs. WDSAX (45.51).
| 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 | 14.022 | 6.019 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 54.6M | 305,861% |
| Annual Yield % from dividends | 1.31 | 0.10 | 1,363% |
| Returns for 1 year | 14.50 | 6.70 | 217% |
| Returns for 3 years | 10.57 | 8.46 | 125% |
| Returns for 5 years | 47.90 | 45.51 | 105% |
| Returns for 10 years | 115.27 | N/A | - |