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NAESX vs WHGCX
NAESX vs WHGCX Comparison
Open Charts NAESX vs WHGCX
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
Westwood Quality SmallCap Fund C
Price$19.67
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets981.6M
NAESX vs WHGCX Comparison Chart in %
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NAESX vs. WHGCX commentary
Aug 10, 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: 154B vs. WHGCX (982M). NAESX pays higher dividends than WHGCX: NAESX (1.25) vs WHGCX (0.26). 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 : 9.46 vs. WHGCX (-3.55). NAESX return over 5 years is better than : 54.21 vs. WHGCX (34.08).
| 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 | 0.067 | -1.205 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 982M | 15,682% |
| Annual Yield % from dividends | 1.25 | 0.26 | 486% |
| Returns for 1 year | 9.46 | -3.55 | -266% |
| Returns for 3 years | 23.97 | 5.91 | 405% |
| Returns for 5 years | 54.21 | 34.08 | 159% |
| Returns for 10 years | 108.86 | N/A | - |
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