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NAESX vs WHGCX
NAESX vs WHGCX Comparison
Open Charts NAESX vs WHGCX
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
Westwood Quality SmallCap Fund C
Price$17.50
Change+$0.24 (+1.39%)
VolumeN/A
Net Assets896.95M
NAESX vs WHGCX Comparison Chart
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NAESX vs. WHGCX commentary
Apr 25, 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 Buy and WHGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. WHGCX (897M). NAESX pays higher dividends than WHGCX: NAESX (1.39) vs WHGCX (0.28). NAESX was incepted earlier than WHGCX: NAESX (65 years) vs WHGCX (6 years). WHGCX (1.92) is less costly to investors than NAESX (0.17). WHGCX is a more actively managed with annual turnover of: 57.00 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 : -2.36 vs. WHGCX (-13.42). NAESX return over 5 years is better than : 71.57 vs. WHGCX (45.26).
| NAESX | WHGCX | NAESX / WHGCX | |
| Total Expense Ratio | 0.17 | 1.79 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 1.92 | 9% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | -12.247 | -13.310 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 897M | 15,942% |
| Annual Yield % from dividends | 1.39 | 0.28 | 506% |
| Returns for 1 year | -2.36 | -13.42 | 18% |
| Returns for 3 years | 4.67 | -7.51 | -62% |
| Returns for 5 years | 71.57 | 45.26 | 158% |
| Returns for 10 years | 78.60 | N/A | - |
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