Ad is loading...
Ad is loading...
NAESX vs WHGCX
NAESX vs WHGCX Comparison
Open Charts NAESX vs WHGCX
Vanguard Small Cap Index I
Price$121.55
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund C
Price$22.49
Change+$0.37 (+1.67%)
VolumeN/A
CapitalizationN/A
NAESX vs WHGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WHGCX commentary
Nov 22, 2024
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 StrongBuy and WHGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. WHGCX (1.16B). 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 : 32.46 vs. WHGCX (19.36). NAESX return over 5 years is better than : 60.89 vs. WHGCX (33.93).
| 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 | 19.220 | 11.172 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.16B | 13,062% |
| Annual Yield % from dividends | 1.31 | 0.95 | 139% |
| Returns for 1 year | 32.46 | 19.36 | 168% |
| Returns for 3 years | 10.58 | 1.92 | 550% |
| Returns for 5 years | 60.89 | 33.93 | 179% |
| Returns for 10 years | 126.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...