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NAESX vs WHGAX
NAESX vs WHGAX Comparison
Open Charts NAESX vs WHGAX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund A
Price$22.03
Change-$0.34 (-1.52%)
VolumeN/A
CapitalizationN/A
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NAESX vs WHGAX Comparison Chart
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NAESX vs. WHGAX commentary
Sep 21, 2024
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 WHGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. WHGAX (1.18B). NAESX pays higher dividends than WHGAX: NAESX (1.31) vs WHGAX (1.10). NAESX was incepted earlier than WHGAX: NAESX (64 years) vs WHGAX (5 years). WHGAX is a more actively managed with annual turnover of: 58.00 vs. NAESX (12.00). 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 : 25.47 vs. WHGAX (20.39). NAESX return over 5 years is better than : 53.25 vs. WHGAX (36.94).
| NAESX | WHGAX | NAESX / WHGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 5 years | - |
| Gain YTD | 10.861 | 7.779 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.18B | 12,627% |
| Annual Yield % from dividends | 1.31 | 1.10 | 119% |
| Returns for 1 year | 25.47 | 20.39 | 125% |
| Returns for 3 years | 8.84 | 11.71 | 75% |
| Returns for 5 years | 53.25 | 36.94 | 144% |
| Returns for 10 years | 120.79 | N/A | - |