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NAESX vs WICVX
NAESX vs WICVX Comparison
Open Charts NAESX vs WICVX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Wasatch Small Cap Value Institutional
Price$9.85
Change-$0.27 (-2.67%)
VolumeN/A
Net Assets1.62B
NAESX vs WICVX Comparison Chart
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NAESX vs. WICVX commentary
Feb 23, 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 Hold and WICVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WICVX (1.62B). NAESX pays higher dividends than WICVX: NAESX (1.31) vs WICVX (0.00). NAESX was incepted earlier than WICVX: NAESX (64 years) vs WICVX (13 years). WICVX is a more actively managed with annual turnover of: 61.00 vs. NAESX (12.00). 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 : 11.22 vs. WICVX (-6.93). NAESX return over 5 years is better than : 44.30 vs. WICVX (23.33).
| NAESX | WICVX | NAESX / WICVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 13 years | - |
| Gain YTD | -0.321 | -1.500 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.62B | 9,944% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 11.22 | -6.93 | -162% |
| Returns for 3 years | 18.76 | 3.74 | 502% |
| Returns for 5 years | 44.30 | 23.33 | 190% |
| Returns for 10 years | 105.17 | 57.98 | 181% |
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