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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
Westwood Quality SMidCap Fund Inst
Price$16.22
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets93.63M
NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WHGMX (93.6M). NAESX pays higher dividends than WHGMX: NAESX (1.22) vs WHGMX (1.16). 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 : -0.86 vs. WHGMX (-1.65). NAESX return over 5 years is better than : 39.31 vs. WHGMX (27.92).
| 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 | 2.409 | 2.210 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 93.6M | 173,077% |
| Annual Yield % from dividends | 1.22 | 1.16 | 106% |
| Returns for 1 year | -0.86 | -1.65 | 52% |
| Returns for 3 years | 29.99 | 25.84 | 116% |
| Returns for 5 years | 39.31 | 27.92 | 141% |
| Returns for 10 years | 122.07 | 7.93 | 1,539% |
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