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NAESX vs WHGSX
NAESX vs WHGSX Comparison
Open Charts NAESX vs WHGSX
Vanguard Small Cap Index I
Price$116.53
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets153.28B
Westwood Quality SmallCap Fund Inst
Price$20.61
Change+$0.26 (+1.28%)
VolumeN/A
Net Assets1B
NAESX vs WHGSX Comparison Chart in %
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NAESX vs. WHGSX commentary
Jul 19, 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: 153B vs. WHGSX (1B). NAESX pays higher dividends than WHGSX: NAESX (1.28) vs WHGSX (0.84). 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 : 5.60 vs. WHGSX (-6.90). NAESX return over 5 years is better than : 64.98 vs. WHGSX (51.35).
| 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 | 1.502 | 0.494 | 304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1B | 15,285% |
| Annual Yield % from dividends | 1.28 | 0.84 | 151% |
| Returns for 1 year | 5.60 | -6.90 | -81% |
| Returns for 3 years | 37.53 | 19.45 | 193% |
| Returns for 5 years | 64.98 | 51.35 | 127% |
| Returns for 10 years | 107.40 | 54.94 | 195% |
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