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NAESX vs WHGSX
NAESX vs WHGSX Comparison
Open Charts NAESX vs WHGSX
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
Westwood Quality SmallCap Fund Inst
Price$16.99
Change-$0.82 (-4.60%)
VolumeN/A
Net Assets910.97M
NAESX vs WHGSX Comparison Chart
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NAESX vs. WHGSX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. WHGSX (911M). NAESX pays higher dividends than WHGSX: NAESX (1.39) vs WHGSX (0.88). NAESX was incepted earlier than WHGSX: NAESX (65 years) vs WHGSX (18 years). WHGSX (1.05) is less costly to investors than NAESX (0.17). WHGSX is a more actively managed with annual turnover of: 57.00 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 : -3.54 vs. WHGSX (-11.89). NAESX return over 5 years is better than : 71.00 vs. WHGSX (45.56).
| NAESX | WHGSX | NAESX / WHGSX | |
| Total Expense Ratio | 0.17 | 0.92 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 1.05 | 16% |
| Fund Existence | 65 years | 18 years | - |
| Gain YTD | -11.734 | -12.049 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 911M | 15,697% |
| Annual Yield % from dividends | 1.39 | 0.88 | 158% |
| Returns for 1 year | -3.54 | -11.89 | 30% |
| Returns for 3 years | 4.24 | -2.91 | -146% |
| Returns for 5 years | 71.00 | 45.56 | 156% |
| Returns for 10 years | 78.67 | 33.06 | 238% |
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