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NAESX vs WHGCX
NAESX vs WHGCX Comparison
Open Charts NAESX vs WHGCX
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
Westwood Quality SmallCap Fund C
Price$18.86
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets905.05M
NAESX vs WHGCX Comparison Chart in %
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NAESX vs. WHGCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WHGCX (905M). NAESX pays higher dividends than WHGCX: NAESX (1.22) vs WHGCX (0.27). NAESX was incepted earlier than WHGCX: NAESX (65 years) vs WHGCX (6 years). WHGCX (1.93) is less costly to investors than NAESX (0.17). WHGCX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). 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 : -0.86 vs. WHGCX (-14.17). NAESX return over 5 years is better than : 39.31 vs. WHGCX (18.81).
| NAESX | WHGCX | NAESX / WHGCX | |
| Total Expense Ratio | 0.17 | 1.79 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 1.93 | 9% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | 2.409 | -5.073 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 905M | 17,901% |
| Annual Yield % from dividends | 1.22 | 0.27 | 461% |
| Returns for 1 year | -0.86 | -14.17 | 6% |
| Returns for 3 years | 29.99 | -0.71 | -4,217% |
| Returns for 5 years | 39.31 | 18.81 | 209% |
| Returns for 10 years | 122.07 | N/A | - |
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