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NAESX vs WHGCX
NAESX vs WHGCX Comparison
Open Charts NAESX vs WHGCX
Vanguard Small Cap Index I
Price$115.90
Change-$0.35 (-0.30%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund C
Price$19.91
Change+$0.02 (+0.10%)
VolumeN/A
CapitalizationN/A
NAESX vs WHGCX Comparison Chart
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NAESX vs. WHGCX commentary
Dec 24, 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 WHGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. WHGCX (1.07B). NAESX pays higher dividends than WHGCX: NAESX (1.31) vs WHGCX (0.95). NAESX was incepted earlier than WHGCX: NAESX (64 years) vs WHGCX (5 years). WHGCX is a more actively managed with annual turnover of: 58.00 vs. NAESX (12.00). WHGCX has a lower initial minimum investment than NAESX: WHGCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.91 vs. WHGCX (-1.63). NAESX return over 5 years is better than : 48.39 vs. WHGCX (15.86).
| NAESX | WHGCX | NAESX / WHGCX | |
| 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 | -1.582 | -890% |
| 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 | 15,593% |
| Annual Yield % from dividends | 1.31 | 0.95 | 139% |
| Returns for 1 year | 13.91 | -1.63 | -856% |
| Returns for 3 years | 9.32 | -4.25 | -219% |
| Returns for 5 years | 48.39 | 15.86 | 305% |
| Returns for 10 years | 113.80 | N/A | - |