Interact to see
Advertisement
Advertisement
NAESX vs WHGSX
NAESX vs WHGSX Comparison
Open Charts NAESX vs WHGSX
Vanguard Small Cap Index I
Price$115.17
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
Westwood Quality SmallCap Fund Inst
Price$20.06
Change-$0.10 (-0.50%)
VolumeN/A
Net Assets984.87M
NAESX vs WHGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WHGSX commentary
Aug 08, 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: 154B vs. WHGSX (985M). NAESX pays higher dividends than WHGSX: NAESX (1.25) vs WHGSX (0.83). 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 : 12.34 vs. WHGSX (-0.26). NAESX return over 5 years is better than : 54.62 vs. WHGSX (40.76).
| 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 | 0.337 | -0.444 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 985M | 15,635% |
| Annual Yield % from dividends | 1.25 | 0.83 | 152% |
| Returns for 1 year | 12.34 | -0.26 | -4,671% |
| Returns for 3 years | 22.72 | 8.47 | 268% |
| Returns for 5 years | 54.62 | 40.76 | 134% |
| Returns for 10 years | 107.61 | 55.58 | 194% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement