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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$120.12
Change-$0.18 (-0.15%)
VolumeN/A
Net Assets154.18B
Westwood Quality SMidCap Fund Inst
Price$16.93
Change-$0.10 (-0.59%)
VolumeN/A
Net Assets98.96M
NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX commentary
Sep 05, 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: 154B vs. WHGMX (99M). 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 : 10.78 vs. WHGMX (9.21). NAESX return over 5 years is better than : 63.69 vs. WHGMX (46.84).
| 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 | 4.633 | 6.881 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 99M | 155,556% |
| Annual Yield % from dividends | 1.20 | 1.12 | 107% |
| Returns for 1 year | 10.78 | 9.21 | 117% |
| Returns for 3 years | 35.87 | 39.60 | 91% |
| Returns for 5 years | 63.69 | 46.84 | 136% |
| Returns for 10 years | 133.59 | 16.40 | 814% |
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