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NAESX vs WHGCX
NAESX vs WHGCX Comparison
Open Charts NAESX vs WHGCX
Vanguard Small Cap Index I
Price$114.57
Change-$1.97 (-1.69%)
VolumeN/A
Net Assets153.28B
Westwood Quality SmallCap Fund C
Price$19.80
Change-$0.42 (-2.08%)
VolumeN/A
Net Assets1.02B
NAESX vs WHGCX Comparison Chart in %
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NAESX vs. WHGCX commentary
Jul 16, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WHGCX (1.02B). NAESX pays higher dividends than WHGCX: NAESX (1.28) 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 : 6.99 vs. WHGCX (-2.99). NAESX return over 5 years is better than : 65.54 vs. WHGCX (46.77).
| 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 | 1.363 | 1.557 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.02B | 15,044% |
| Annual Yield % from dividends | 1.28 | 0.26 | 485% |
| Returns for 1 year | 6.99 | -2.99 | -234% |
| Returns for 3 years | 37.15 | 17.75 | 209% |
| Returns for 5 years | 65.54 | 46.77 | 140% |
| Returns for 10 years | 106.51 | N/A | - |
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