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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
Westwood Quality SMidCap Fund Inst
Price$14.18
Change+$0.14 (+1.00%)
VolumeN/A
Net Assets84.08M
NAESX vs WHGMX Comparison Chart
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NAESX vs. WHGMX commentary
Apr 18, 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 Buy and WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. WHGMX (84.1M). NAESX pays higher dividends than WHGMX: NAESX (1.39) vs WHGMX (1.27). NAESX was incepted earlier than WHGMX: NAESX (65 years) vs WHGMX (19 years). WHGMX (1.01) is less costly to investors than NAESX (0.17). WHGMX is a more actively managed with annual turnover of: 73.00 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 : -2.42 vs. WHGMX (-3.24). NAESX return over 5 years is better than : 66.71 vs. WHGMX (48.28).
| NAESX | WHGMX | NAESX / WHGMX | |
| Total Expense Ratio | 0.17 | 0.86 | 20% |
| Annual Report Gross Expense Ratio | 0.17 | 1.01 | 17% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | -14.464 | -10.669 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 84.1M | 170,036% |
| Annual Yield % from dividends | 1.39 | 1.27 | 109% |
| Returns for 1 year | -2.42 | -3.24 | 75% |
| Returns for 3 years | 0.49 | 6.68 | 7% |
| Returns for 5 years | 66.71 | 48.28 | 138% |
| Returns for 10 years | 73.20 | -9.81 | -746% |
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