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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Westwood Quality SMidCap Fund Inst
Price$16.64
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets108.85M
NAESX vs WHGMX Comparison Chart
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NAESX vs. WHGMX commentary
Jan 19, 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 WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. WHGMX (109M). NAESX pays higher dividends than WHGMX: NAESX (1.31) vs WHGMX (0.88). NAESX was incepted earlier than WHGMX: NAESX (64 years) vs WHGMX (19 years). WHGMX is a more actively managed with annual turnover of: 87.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than WHGMX: NAESX (3000) vs WHGMX (100000). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. WHGMX (19.52). NAESX return over 5 years is better than : 48.81 vs. WHGMX (27.15).
| NAESX | WHGMX | NAESX / WHGMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 19 years | - |
| Gain YTD | 3.370 | 5.051 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 109M | 142,202% |
| Annual Yield % from dividends | 1.31 | 0.88 | 149% |
| Returns for 1 year | 21.23 | 19.52 | 109% |
| Returns for 3 years | 17.16 | 19.83 | 87% |
| Returns for 5 years | 48.81 | 27.15 | 180% |
| Returns for 10 years | 126.44 | 15.22 | 831% |