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NAESX vs WICVX
NAESX vs WICVX Comparison
Open Charts NAESX vs WICVX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
Wasatch Small Cap Value Institutional
Price$8.50
Change-$0.69 (-7.51%)
VolumeN/A
Net Assets1.51B
NAESX vs WICVX Comparison Chart
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NAESX vs. WICVX commentary
Apr 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 Hold and WICVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WICVX (1.51B). NAESX pays higher dividends than WICVX: NAESX (1.39) 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 (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 : 1.18 vs. WICVX (-14.62). NAESX return over 5 years is better than : 115.68 vs. WICVX (101.68).
| 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 | -5.833 | -8.100 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.51B | 10,119% |
| Annual Yield % from dividends | 1.39 | 0.18 | 765% |
| Returns for 1 year | 1.18 | -14.62 | -8% |
| Returns for 3 years | 6.44 | -4.62 | -139% |
| Returns for 5 years | 115.68 | 101.68 | 114% |
| Returns for 10 years | 90.61 | 43.53 | 208% |
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