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NAESX vs WFICX
NAESX vs WFICX Comparison
Open Charts NAESX vs WFICX
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.
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).
| 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 | 7 years | - |
| Gain YTD | 0.754 | 1.879 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 30.3M | 504,950% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.31 | -3.43 | -359% |
| Returns for 3 years | 34.59 | -5.88 | -588% |
| Returns for 5 years | 68.43 | 1.44 | 4,740% |
| Returns for 10 years | 106.93 | N/A | - |
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