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NAESX vs WFICX
NAESX vs WFICX Comparison
Open Charts NAESX vs WFICX
Vanguard Small Cap Index I
Price$103.96
Change+$0.38 (+0.37%)
VolumeN/A
Net Assets143.36B
North Star Small Cap Value Institutional
Price$13.12
Change+$0.11 (+0.85%)
VolumeN/A
Net Assets27.8M
NAESX vs WFICX Comparison Chart
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NAESX vs. WFICX commentary
May 03, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. WFICX (27.8M). NAESX pays higher dividends than WFICX: NAESX (1.43) vs WFICX (0.00). NAESX was incepted earlier than WFICX: NAESX (65 years) vs WFICX (6 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 : 1.37 vs. WFICX (-13.09). NAESX return over 5 years is better than : 71.91 vs. WFICX (-6.25).
| NAESX | WFICX | NAESX / WFICX | |
| Total Expense Ratio | 0.17 | 0.99 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.57 | 11% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | -9.970 | -9.464 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 27.8M | 514,388% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 1.37 | -13.09 | -10% |
| Returns for 3 years | 11.10 | -22.05 | -50% |
| Returns for 5 years | 71.91 | -6.25 | -1,150% |
| Returns for 10 years | 84.65 | N/A | - |