Interact to see
Advertisement
Advertisement
NAESX vs WICVX
NAESX vs WICVX Comparison
Open Charts NAESX vs WICVX
Vanguard Small Cap Index I
Price$110.63
Change+$1.45 (+1.33%)
VolumeN/A
Net Assets139.54B
Wasatch Small Cap Value Institutional
Price$9.29
Change+$0.14 (+1.53%)
VolumeN/A
Net Assets1.48B
NAESX vs WICVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WICVX commentary
Jun 04, 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 WICVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. WICVX (1.49B). NAESX pays higher dividends than WICVX: NAESX (1.35) vs WICVX (0.18). NAESX was incepted earlier than WICVX: NAESX (65 years) vs WICVX (13 years). WICVX (1.06) is less costly to investors than NAESX (0.17). WICVX is a more actively managed with annual turnover of: 61.00 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 : 3.56 vs. WICVX (-14.48). NAESX return over 5 years is better than : 55.17 vs. WICVX (35.03).
| 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 | 13 years | - |
| Gain YTD | -5.102 | -7.100 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.49B | 9,428% |
| Annual Yield % from dividends | 1.35 | 0.18 | 754% |
| Returns for 1 year | 3.56 | -14.48 | -25% |
| Returns for 3 years | 17.40 | 3.15 | 552% |
| Returns for 5 years | 55.17 | 35.03 | 157% |
| Returns for 10 years | 92.22 | 44.87 | 206% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement