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NAESX vs WFICX
NAESX vs WFICX Comparison
Open Charts NAESX vs WFICX
Vanguard Small Cap Index I
Price$114.57
Change-$1.97 (-1.69%)
VolumeN/A
Net Assets153.28B
North Star Small Cap Value Institutional
Price$14.44
Change-$0.31 (-2.10%)
VolumeN/A
Net Assets30.4M
NAESX vs WFICX Comparison Chart in %
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NAESX vs. WFICX commentary
Jul 17, 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 (30.4M). 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 : 6.99 vs. WFICX (-8.89). NAESX return over 5 years is better than : 65.54 vs. WFICX (-2.27).
| 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 | 1.363 | 2.644 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 30.4M | 503,289% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 6.99 | -8.89 | -79% |
| Returns for 3 years | 37.15 | -4.93 | -754% |
| Returns for 5 years | 65.54 | -2.27 | -2,888% |
| Returns for 10 years | 106.51 | N/A | - |
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