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NAESX vs WHGAX
NAESX vs WHGAX Comparison
Open Charts NAESX vs WHGAX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Westwood Quality SmallCap Fund A
Price$19.85
Change-$0.40 (-1.98%)
VolumeN/A
Net Assets1.03B
NAESX vs WHGAX Comparison Chart
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NAESX vs. WHGAX commentary
Feb 23, 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 Hold and WHGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WHGAX (1.03B). 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 : 11.22 vs. WHGAX (-0.59). NAESX return over 5 years is better than : 44.30 vs. WHGAX (20.30).
| 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 | -0.321 | -1.684 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.03B | 15,616% |
| Annual Yield % from dividends | 1.31 | 1.10 | 119% |
| Returns for 1 year | 11.22 | -0.59 | -1,914% |
| Returns for 3 years | 18.76 | 4.36 | 430% |
| Returns for 5 years | 44.30 | 20.30 | 218% |
| Returns for 10 years | 105.17 | N/A | - |
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