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NAESX vs WHGAX
NAESX vs WHGAX Comparison
Open Charts NAESX vs WHGAX
Vanguard Small Cap Index I
Price$116.87
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund A
Price$20.47
Change+$0.19 (+0.94%)
VolumeN/A
CapitalizationN/A
NAESX vs WHGAX Comparison Chart
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NAESX vs. WHGAX commentary
Dec 25, 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 Hold and WHGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. WHGAX (1.07B). 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 : 13.91 vs. WHGAX (-0.80). NAESX return over 5 years is better than : 48.39 vs. WHGAX (20.48).
| 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 | 14.071 | -0.783 | -1,798% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.07B | 15,607% |
| Annual Yield % from dividends | 1.31 | 1.10 | 119% |
| Returns for 1 year | 13.91 | -0.80 | -1,738% |
| Returns for 3 years | 9.32 | -1.94 | -481% |
| Returns for 5 years | 48.39 | 20.48 | 236% |
| Returns for 10 years | 113.80 | N/A | - |
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