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NAESX vs WHGAX
NAESX vs WHGAX Comparison
Open Charts NAESX vs WHGAX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund A
Price$19.26
Change+$0.21 (+1.10%)
VolumeN/A
Net Assets962.76M
NAESX vs WHGAX Comparison Chart
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NAESX vs. WHGAX commentary
Jun 07, 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 WHGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WHGAX (963M). NAESX pays higher dividends than WHGAX: NAESX (1.35) vs WHGAX (0.78). 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 : 5.13 vs. WHGAX (-4.64). NAESX return over 5 years is better than : 52.20 vs. WHGAX (32.16).
| 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 | -4.086 | -5.646 | 72% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 963M | 15,369% |
| Annual Yield % from dividends | 1.35 | 0.78 | 174% |
| Returns for 1 year | 5.13 | -4.64 | -111% |
| Returns for 3 years | 16.63 | 0.57 | 2,925% |
| Returns for 5 years | 52.20 | 32.16 | 162% |
| Returns for 10 years | 96.08 | N/A | - |
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