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NAESX vs WESCX
NAESX vs WESCX Comparison
Open Charts NAESX vs WESCX
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
TETON Westwood SmallCap Equity AAA
Price$18.31
Change+$0.14 (+0.77%)
VolumeN/A
Net Assets59.96M
NAESX vs WESCX Comparison Chart
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NAESX vs. WESCX commentary
Apr 12, 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 WESCX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. WESCX (60M). NAESX pays higher dividends than WESCX: NAESX (1.39) vs WESCX (0.68). NAESX was incepted earlier than WESCX: NAESX (65 years) vs WESCX (28 years). WESCX (1.58) is less costly to investors than NAESX (0.17). WESCX is a more actively managed with annual turnover of: 21.00 vs. NAESX (12.00). WESCX has a lower initial minimum investment than NAESX: WESCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -7.81 vs. WESCX (-27.29). NAESX return over 5 years is better than : 63.69 vs. WESCX (37.20).
| NAESX | WESCX | NAESX / WESCX | |
| Total Expense Ratio | 0.17 | 1.25 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.58 | 11% |
| Fund Existence | 65 years | 28 years | - |
| Gain YTD | -15.507 | -18.739 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 60M | 238,333% |
| Annual Yield % from dividends | 1.39 | 0.68 | 205% |
| Returns for 1 year | -7.81 | -27.29 | 29% |
| Returns for 3 years | -0.30 | -25.13 | 1% |
| Returns for 5 years | 63.69 | 37.20 | 171% |
| Returns for 10 years | 70.97 | -10.59 | -670% |
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