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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Westwood Quality SMidCap Fund Inst
Price$15.99
Change-$0.61 (-3.67%)
VolumeN/A
CapitalizationN/A
NAESX vs WHGMX Comparison Chart
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NAESX vs. WHGMX commentary
Dec 19, 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 Hold and WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. WHGMX (107M). 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 : 19.54 vs. WHGMX (15.98). NAESX return over 5 years is better than : 53.79 vs. WHGMX (28.27).
| 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 | 17.994 | 14.325 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 107M | 156,075% |
| Annual Yield % from dividends | 1.31 | 0.88 | 149% |
| Returns for 1 year | 19.54 | 15.98 | 122% |
| Returns for 3 years | 15.71 | 22.71 | 69% |
| Returns for 5 years | 53.79 | 28.27 | 190% |
| Returns for 10 years | 124.30 | -2.12 | -5,865% |
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