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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$120.93
Change-$1.20 (-0.98%)
VolumeN/A
Net Assets161.26B
Westwood Quality SMidCap Fund Inst
Price$16.95
Change-$0.11 (-0.64%)
VolumeN/A
Net Assets100M
NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WHGMX (100M). NAESX pays higher dividends than WHGMX: NAESX (1.20) vs WHGMX (1.12). 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 annual gain was more profitable for investors over the last year : 8.87 vs. WHGMX (7.24). NAESX return over 5 years is better than : 71.52 vs. WHGMX (57.49).
| 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 | 6.225 | 7.702 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 100M | 161,000% |
| Annual Yield % from dividends | 1.20 | 1.12 | 107% |
| Returns for 1 year | 8.87 | 7.24 | 122% |
| Returns for 3 years | 51.12 | 51.08 | 100% |
| Returns for 5 years | 71.52 | 57.49 | 124% |
| Returns for 10 years | 147.18 | 21.66 | 680% |
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