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NAESX vs WHGSX
NAESX vs WHGSX Comparison
Open Charts NAESX vs WHGSX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Westwood Quality SmallCap Fund Inst
Price$19.91
Change-$0.40 (-1.97%)
VolumeN/A
Net Assets1.05B
NAESX vs WHGSX Comparison Chart
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NAESX vs. WHGSX 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 WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WHGSX (1.05B). NAESX (1.31) and WHGSX (1.29) have matching dividends . NAESX was incepted earlier than WHGSX: NAESX (64 years) vs WHGSX (18 years). WHGSX is a more actively managed with annual turnover of: 58.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than WHGSX: NAESX (3000) vs WHGSX (100000). NAESX annual gain was more profitable for investors over the last year : 14.23 vs. WHGSX (2.89). NAESX return over 5 years is better than : 48.20 vs. WHGSX (24.40).
| NAESX | WHGSX | NAESX / WHGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 18 years | - |
| Gain YTD | 2.371 | 1.037 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.05B | 15,319% |
| Annual Yield % from dividends | 1.31 | 1.29 | 102% |
| Returns for 1 year | 14.23 | 2.89 | 493% |
| Returns for 3 years | 21.97 | 6.21 | 353% |
| Returns for 5 years | 48.20 | 24.40 | 198% |
| Returns for 10 years | 110.71 | 56.99 | 194% |
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