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NAESX vs WHGSX
NAESX vs WHGSX Comparison
Open Charts NAESX vs WHGSX
Vanguard Small Cap Index I
Price$106.43
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund Inst
Price$20.98
Change-$0.33 (-1.55%)
VolumeN/A
CapitalizationN/A
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NAESX vs WHGSX Comparison Chart
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NAESX vs. WHGSX commentary
Sep 07, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. WHGSX (1.13B). NAESX (1.31) and WHGSX (1.29) have matching dividends . NAESX was incepted earlier than WHGSX: NAESX (64 years) vs WHGSX (17 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 : 14.24 vs. WHGSX (13.09). NAESX return over 5 years is better than : 48.80 vs. WHGSX (38.12).
| NAESX | WHGSX | NAESX / WHGSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 17 years | - |
| Gain YTD | 5.951 | 4.002 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.13B | 13,244% |
| Annual Yield % from dividends | 1.31 | 1.29 | 102% |
| Returns for 1 year | 14.24 | 13.09 | 109% |
| Returns for 3 years | -0.41 | 2.97 | -14% |
| Returns for 5 years | 48.80 | 38.12 | 128% |
| Returns for 10 years | 102.77 | 59.74 | 172% |