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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Westwood Quality SMidCap Fund Inst
Price$15.86
Change-$0.35 (-2.16%)
VolumeN/A
Net Assets98.21M
NAESX vs WHGMX Comparison Chart
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NAESX vs. WHGMX commentary
Feb 23, 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: 161B vs. WHGMX (98.2M). 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). WHGMX (11.60) and NAESX (11.22) have marching annual gain over last year. NAESX return over 5 years is better than : 44.30 vs. WHGMX (25.70).
| 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 | -0.321 | 2.336 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 98.2M | 163,951% |
| Annual Yield % from dividends | 1.31 | 0.88 | 149% |
| Returns for 1 year | 11.22 | 11.60 | 97% |
| Returns for 3 years | 18.76 | 23.38 | 80% |
| Returns for 5 years | 44.30 | 25.70 | 172% |
| Returns for 10 years | 105.17 | 3.08 | 3,417% |
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