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NAESX vs WFICX
NAESX vs WFICX Comparison
Open Charts NAESX vs WFICX
Vanguard Small Cap Index I
Price$111.30
Change+$1.30 (+1.18%)
VolumeN/A
Net Assets147.56B
North Star Small Cap Value Institutional
Price$13.96
Change+$0.16 (+1.16%)
VolumeN/A
Net Assets28.7M
NAESX vs WFICX Comparison Chart in %
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NAESX vs. WFICX commentary
Jun 18, 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 StrongBuy and WFICX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WFICX (28.7M). NAESX pays higher dividends than WFICX: NAESX (1.35) 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 : 6.60 vs. WFICX (-9.03). NAESX return over 5 years is better than : 58.87 vs. WFICX (-6.70).
| 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 | -4.390 | -3.967 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 28.7M | 515,679% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 6.60 | -9.03 | -73% |
| Returns for 3 years | 34.55 | -9.02 | -383% |
| Returns for 5 years | 58.87 | -6.70 | -878% |
| Returns for 10 years | 91.17 | N/A | - |
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