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NAESX vs WHGCX
NAESX vs WHGCX Comparison
Open Charts NAESX vs WHGCX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
Westwood Quality SmallCap Fund C
Price$17.56
Change-$1.29 (-6.84%)
VolumeN/A
Net Assets988.12M
NAESX vs WHGCX Comparison Chart
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NAESX vs. WHGCX commentary
Apr 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WHGCX (988M). 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 : 1.18 vs. WHGCX (-7.84). NAESX return over 5 years is better than : 115.68 vs. WHGCX (79.24).
| 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 | -5.833 | -5.324 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 988M | 15,486% |
| Annual Yield % from dividends | 1.39 | 0.28 | 506% |
| Returns for 1 year | 1.18 | -7.84 | -15% |
| Returns for 3 years | 6.44 | -3.03 | -212% |
| Returns for 5 years | 115.68 | 79.24 | 146% |
| Returns for 10 years | 90.61 | N/A | - |
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