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NAESX vs WESCX
NAESX vs WESCX Comparison
Open Charts NAESX vs WESCX
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
Keeley Small Cap Fund AAA
Price$23.94
Change-$0.42 (-1.72%)
VolumeN/A
Net Assets70.95M
NAESX vs WESCX Comparison Chart in %
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NAESX vs. WESCX commentary
Oct 08, 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: 162B vs. WESCX (70.9M). NAESX pays higher dividends than WESCX: NAESX (1.23) vs WESCX (0.59). NAESX was incepted earlier than WESCX: NAESX (65 years) vs WESCX (29 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 (13.00). 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 : 10.42 vs. WESCX (-8.35). NAESX return over 5 years is better than : 58.94 vs. WESCX (47.95).
| 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 | 29 years | - |
| Gain YTD | 7.684 | 8.945 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 70.9M | 228,491% |
| Annual Yield % from dividends | 1.23 | 0.59 | 208% |
| Returns for 1 year | 10.42 | -8.35 | -125% |
| Returns for 3 years | 48.54 | 14.99 | 324% |
| Returns for 5 years | 58.94 | 47.95 | 123% |
| Returns for 10 years | 133.72 | 25.43 | 526% |
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