NAESX
Price
$116.67
Change
+$0.83 (+0.72%)
Updated
Jul 9 closing price
Net Assets
153.28B
WFICX
Price
$14.74
Change
+$0.10 (+0.68%)
Updated
Jul 9 closing price
Net Assets
30.26M
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NAESX vs WFICX

Header iconNAESX vs WFICX Comparison
Open Charts NAESX vs WFICXBanner chart's image
Vanguard Small Cap Index I
Price$116.67
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets153.28B
North Star Small Cap Value Institutional
Price$14.74
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets30.26M
NAESX vs WFICX Comparison Chart in %
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NAESX vs. WFICX commentary
Jul 10, 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 WFICX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WFICX (30.3M). NAESX pays higher dividends than WFICX: NAESX (1.28) vs WFICX (0.00). NAESX was incepted earlier than WFICX: NAESX (65 years) vs WFICX (7 years). WFICX (1.57) is less costly to investors than NAESX (0.17). WFICX is a more actively managed with annual turnover of: 29.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WFICX: NAESX (3000) vs WFICX (100000). NAESX annual gain was more profitable for investors over the last year : 12.31 vs. WFICX (-3.43). NAESX return over 5 years is better than : 68.43 vs. WFICX (1.44).
NAESXWFICXNAESX / WFICX
Total Expense Ratio0.170.9917%
Annual Report Gross Expense Ratio0.171.5711%
Fund Existence65 years7 years-
Gain YTD0.7541.87940%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets153B30.3M504,950%
Annual Yield % from dividends1.280.00-
Returns for 1 year12.31-3.43-359%
Returns for 3 years34.59-5.88-588%
Returns for 5 years68.431.444,740%
Returns for 10 years106.93N/A-
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