Interact to see
Advertisement
Advertisement
NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Westwood Quality SMidCap Fund Inst
Price$15.67
Change+$0.17 (+1.10%)
VolumeN/A
Net Assets91.57M
NAESX vs WHGMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WHGMX commentary
Jun 07, 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 StrongBuy and WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WHGMX (91.6M). NAESX pays higher dividends than WHGMX: NAESX (1.35) vs WHGMX (1.25). NAESX was incepted earlier than WHGMX: NAESX (65 years) vs WHGMX (19 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 : 5.13 vs. WHGMX (3.89). NAESX return over 5 years is better than : 52.20 vs. WHGMX (34.88).
| 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 | 19 years | - |
| Gain YTD | -4.086 | -2.146 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 91.6M | 161,572% |
| Annual Yield % from dividends | 1.35 | 1.25 | 108% |
| Returns for 1 year | 5.13 | 3.89 | 132% |
| Returns for 3 years | 16.63 | 17.80 | 93% |
| Returns for 5 years | 52.20 | 34.88 | 150% |
| Returns for 10 years | 96.08 | -3.83 | -2,510% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers