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NAESX vs WHGAX
NAESX vs WHGAX Comparison
Open Charts NAESX vs WHGAX
Vanguard Small Cap Index I
Price$117.47
Change+$2.78 (+2.42%)
VolumeN/A
Net Assets154.18B
Westwood Quality SmallCap Fund A
Price$20.56
Change+$0.64 (+3.21%)
VolumeN/A
Net Assets975.48M
NAESX vs WHGAX Comparison Chart in %
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NAESX vs. WHGAX commentary
Aug 13, 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 WHGAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WHGAX (975M). NAESX pays higher dividends than WHGAX: NAESX (1.25) vs WHGAX (0.73). NAESX was incepted earlier than WHGAX: NAESX (65 years) vs WHGAX (6 years). WHGAX (1.18) is less costly to investors than NAESX (0.17). WHGAX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). WHGAX has a lower initial minimum investment than NAESX: WHGAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.96 vs. WHGAX (-2.28). NAESX return over 5 years is better than : 53.10 vs. WHGAX (37.28).
| NAESX | WHGAX | NAESX / WHGAX | |
| Total Expense Ratio | 0.17 | 1.04 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.18 | 14% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | -0.246 | -1.337 | 18% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 975M | 15,795% |
| Annual Yield % from dividends | 1.25 | 0.73 | 173% |
| Returns for 1 year | 9.96 | -2.28 | -438% |
| Returns for 3 years | 17.77 | 3.26 | 545% |
| Returns for 5 years | 53.10 | 37.28 | 142% |
| Returns for 10 years | 107.52 | N/A | - |
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