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NAESX vs WESCX
NAESX vs WESCX Comparison
Open Charts NAESX vs WESCX
Vanguard Small Cap Index I
Price$116.53
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets153.28B
Keeley Small Cap Fund AAA
Price$22.15
Change-$0.14 (-0.63%)
VolumeN/A
Net Assets66.88M
NAESX vs WESCX Comparison Chart in %
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NAESX vs. WESCX commentary
Jul 19, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WESCX (66.9M). NAESX pays higher dividends than WESCX: NAESX (1.28) vs WESCX (0.65). 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 (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 : 5.60 vs. WESCX (-17.86). NAESX return over 5 years is better than : 64.98 vs. WESCX (47.04).
| 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 | 1.502 | -0.313 | -480% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 66.9M | 228,700% |
| Annual Yield % from dividends | 1.28 | 0.65 | 197% |
| Returns for 1 year | 5.60 | -17.86 | -31% |
| Returns for 3 years | 37.53 | 2.56 | 1,467% |
| Returns for 5 years | 64.98 | 47.04 | 138% |
| Returns for 10 years | 107.40 | 12.28 | 874% |
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