Interact to see
Advertisement
Advertisement
NAESX vs WHGSX
NAESX vs WHGSX Comparison
Open Charts NAESX vs WHGSX
Vanguard Small Cap Index I
Price$109.32
Change-$0.37 (-0.34%)
VolumeN/A
Net Assets139.54B
Westwood Quality SmallCap Fund Inst
Price$18.88
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets951.82M
NAESX vs WHGSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WHGSX commentary
Jun 01, 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 StrongBuy and WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. WHGSX (952M). 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 : 4.33 vs. WHGSX (-6.01). NAESX return over 5 years is better than : 63.01 vs. WHGSX (46.81).
| 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 | -4.659 | -6.321 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 952M | 14,706% |
| Annual Yield % from dividends | 1.35 | 0.88 | 153% |
| Returns for 1 year | 4.33 | -6.01 | -72% |
| Returns for 3 years | 18.65 | 2.23 | 836% |
| Returns for 5 years | 63.01 | 46.81 | 135% |
| Returns for 10 years | 93.35 | 43.22 | 216% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement