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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$117.45
Change-$1.05 (-0.89%)
VolumeN/A
Net Assets153.28B
Westwood Quality SMidCap Fund Inst
Price$16.53
Change-$0.19 (-1.14%)
VolumeN/A
Net Assets98.3M
NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX commentary
Jul 25, 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: 153B vs. WHGMX (98.3M). 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 annual gain was more profitable for investors over the last year : 9.87 vs. WHGMX (7.44). NAESX return over 5 years is better than : 67.13 vs. WHGMX (53.27).
| 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 | 3.068 | 5.556 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 98.3M | 155,646% |
| Annual Yield % from dividends | 1.28 | 1.19 | 107% |
| Returns for 1 year | 9.87 | 7.44 | 133% |
| Returns for 3 years | 33.36 | 36.77 | 91% |
| Returns for 5 years | 67.13 | 53.27 | 126% |
| Returns for 10 years | 117.48 | 8.77 | 1,340% |
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