NAESX
Price
$117.45
Change
-$1.05 (-0.89%)
Updated
Jul 24 closing price
Net Assets
153.28B
WHGMX
Price
$16.53
Change
-$0.19 (-1.14%)
Updated
Jul 24 closing price
Net Assets
98.3M
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NAESX vs WHGMX

Header iconNAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMXBanner chart's image
Vanguard Small Cap Index I
Price$117.45
Change-$1.05 (-0.89%)
VolumeN/A
Net Assets153.28B
Westwood Quality SMidCap Fund Inst
Price$16.53
Change-$0.19 (-1.14%)
VolumeN/A
Net Assets98.3M
NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX commentary
Jul 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WHGMX (98.3M). NAESX pays higher dividends than WHGMX: NAESX (1.28) vs WHGMX (1.19). 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 : 9.87 vs. WHGMX (7.44). NAESX return over 5 years is better than : 67.13 vs. WHGMX (53.27).
NAESXWHGMXNAESX / WHGMX
Total Expense Ratio0.170.9019%
Annual Report Gross Expense Ratio0.171.0716%
Fund Existence65 years20 years-
Gain YTD3.0685.55655%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets153B98.3M155,646%
Annual Yield % from dividends1.281.19107%
Returns for 1 year9.877.44133%
Returns for 3 years33.3636.7791%
Returns for 5 years67.1353.27126%
Returns for 10 years117.488.771,340%
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