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NAESX vs WHGSX
NAESX vs WHGSX Comparison
Open Charts NAESX vs WHGSX
Vanguard Small Cap Index I
Price$113.54
Change+$1.55 (+1.38%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund Inst
Price$19.83
Change+$0.25 (+1.28%)
VolumeN/A
Net Assets982.11M
NAESX vs WHGSX Comparison Chart in %
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NAESX vs. WHGSX commentary
Jun 27, 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 WHGSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WHGSX (982M). NAESX pays higher dividends than WHGSX: NAESX (1.35) vs WHGSX (0.88). NAESX was incepted earlier than WHGSX: NAESX (65 years) vs WHGSX (18 years). WHGSX (1.04) is less costly to investors than NAESX (0.17). WHGSX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). 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 : 7.95 vs. WHGSX (-0.55). NAESX return over 5 years is better than : 68.49 vs. WHGSX (55.31).
| NAESX | WHGSX | NAESX / WHGSX | |
| Total Expense Ratio | 0.17 | 0.90 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 1.04 | 16% |
| Fund Existence | 65 years | 18 years | - |
| Gain YTD | -2.660 | -3.309 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 982M | 15,071% |
| Annual Yield % from dividends | 1.35 | 0.88 | 153% |
| Returns for 1 year | 7.95 | -0.55 | -1,450% |
| Returns for 3 years | 29.27 | 12.94 | 226% |
| Returns for 5 years | 68.49 | 55.31 | 124% |
| Returns for 10 years | 100.57 | 48.55 | 207% |
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