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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Westwood Quality SMidCap Fund Inst
Price$16.42
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets96.58M
NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX commentary
Jul 04, 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 WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WHGMX (96.6M). NAESX pays higher dividends than WHGMX: NAESX (1.28) vs WHGMX (1.19). NAESX was incepted earlier than WHGMX: NAESX (65 years) vs WHGMX (20 years). WHGMX (1.07) is less costly to investors than NAESX (0.17). WHGMX is a more actively managed with annual turnover of: 73.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WHGMX: NAESX (3000) vs WHGMX (100000). NAESX (11.43) and WHGMX (11.31) have marching annual gain over last year. NAESX return over 5 years is better than : 68.13 vs. WHGMX (56.27).
| NAESX | WHGMX | NAESX / WHGMX | |
| Total Expense Ratio | 0.17 | 0.90 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 1.07 | 16% |
| Fund Existence | 65 years | 20 years | - |
| Gain YTD | 0.719 | 3.662 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 96.6M | 153,209% |
| Annual Yield % from dividends | 1.28 | 1.19 | 107% |
| Returns for 1 year | 11.43 | 11.31 | 101% |
| Returns for 3 years | 36.86 | 39.07 | 94% |
| Returns for 5 years | 68.13 | 56.27 | 121% |
| Returns for 10 years | 107.36 | 3.25 | 3,301% |
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