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NAESX vs WHGAX
NAESX vs WHGAX Comparison
Open Charts NAESX vs WHGAX
Vanguard Small Cap Index I
Price$116.53
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets153.28B
Westwood Quality SmallCap Fund A
Price$20.42
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets1.01B
NAESX vs WHGAX Comparison Chart in %
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NAESX vs. WHGAX commentary
Jul 20, 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: 153B vs. WHGAX (1.01B). NAESX pays higher dividends than WHGAX: NAESX (1.28) vs WHGAX (0.74). 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 : 5.60 vs. WHGAX (-5.66). NAESX return over 5 years is better than : 64.98 vs. WHGAX (51.41).
| 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 | 1.502 | 1.139 | 132% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.01B | 15,194% |
| Annual Yield % from dividends | 1.28 | 0.74 | 173% |
| Returns for 1 year | 5.60 | -5.66 | -99% |
| Returns for 3 years | 37.53 | 16.07 | 234% |
| Returns for 5 years | 64.98 | 51.41 | 126% |
| Returns for 10 years | 107.40 | N/A | - |