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NAESX vs WICVX
NAESX vs WICVX Comparison
Open Charts NAESX vs WICVX
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
Wasatch Small Cap Value Institutional
Price$9.89
Change-$0.17 (-1.69%)
VolumeN/A
Net Assets1.61B
NAESX vs WICVX Comparison Chart in %
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NAESX vs. WICVX commentary
Oct 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 Buy and WICVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WICVX (1.61B). NAESX pays higher dividends than WICVX: NAESX (1.23) vs WICVX (0.17). NAESX was incepted earlier than WICVX: NAESX (65 years) vs WICVX (14 years). WICVX (1.06) is less costly to investors than NAESX (0.17). WICVX is a more actively managed with annual turnover of: 69.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WICVX: NAESX (3000) vs WICVX (100000). NAESX annual gain was more profitable for investors over the last year : 10.42 vs. WICVX (-13.74). NAESX return over 5 years is better than : 58.94 vs. WICVX (34.17).
| NAESX | WICVX | NAESX / WICVX | |
| Total Expense Ratio | 0.17 | 1.06 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.06 | 16% |
| Fund Existence | 65 years | 14 years | - |
| Gain YTD | 7.684 | 0.600 | 1,281% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.61B | 10,075% |
| Annual Yield % from dividends | 1.23 | 0.17 | 737% |
| Returns for 1 year | 10.42 | -13.74 | -76% |
| Returns for 3 years | 48.54 | 29.84 | 163% |
| Returns for 5 years | 58.94 | 34.17 | 173% |
| Returns for 10 years | 133.72 | 65.82 | 203% |
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