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NAESX vs WHGCX
NAESX vs WHGCX Comparison
Open Charts NAESX vs WHGCX
Vanguard Small Cap Index I
Price$120.81
Change+$0.40 (+0.33%)
VolumeN/A
Net Assets155.27B
Westwood Quality SmallCap Fund C
Price$20.49
Change-$0.06 (-0.29%)
VolumeN/A
Net Assets1.1B
NAESX vs WHGCX Comparison Chart
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NAESX vs. WHGCX commentary
Jan 24, 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 WHGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. WHGCX (1.1B). 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 : 20.12 vs. WHGCX (4.92). NAESX return over 5 years is better than : 53.16 vs. WHGCX (20.62).
| 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 | 4.568 | 3.214 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.1B | 14,078% |
| Annual Yield % from dividends | 1.31 | 0.95 | 139% |
| Returns for 1 year | 20.12 | 4.92 | 409% |
| Returns for 3 years | 24.44 | 5.50 | 445% |
| Returns for 5 years | 53.16 | 20.62 | 258% |
| Returns for 10 years | 124.93 | N/A | - |
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