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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Westwood Quality SMidCap Fund Inst
Price$16.61
Change-$0.14 (-0.84%)
VolumeN/A
CapitalizationN/A
NAESX vs WHGMX Comparison Chart
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NAESX vs. WHGMX commentary
Nov 18, 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 StrongBuy and WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B 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 : 30.24 vs. WHGMX (23.03). NAESX return over 5 years is better than : 55.43 vs. WHGMX (18.28).
| 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 | 15.758 | 14.394 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 107M | 141,121% |
| Annual Yield % from dividends | 1.31 | 0.88 | 149% |
| Returns for 1 year | 30.24 | 23.03 | 131% |
| Returns for 3 years | 4.66 | -1.29 | -362% |
| Returns for 5 years | 55.43 | 18.28 | 303% |
| Returns for 10 years | 122.58 | -1.62 | -7,549% |
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