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NAESX vs WICVX
NAESX vs WICVX Comparison
Open Charts NAESX vs WICVX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Wasatch Small Cap Value Institutional
Price$10.10
Change-$0.39 (-3.72%)
VolumeN/A
CapitalizationN/A
NAESX vs WICVX Comparison Chart
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NAESX vs. WICVX commentary
Dec 19, 2024
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: 167B vs. WICVX (1.67B). 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 : 19.54 vs. WICVX (3.82). NAESX return over 5 years is better than : 53.79 vs. WICVX (29.56).
| 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 | 17.994 | 1.412 | 1,274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.67B | 10,024% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 19.54 | 3.82 | 512% |
| Returns for 3 years | 15.71 | 4.13 | 381% |
| Returns for 5 years | 53.79 | 29.56 | 182% |
| Returns for 10 years | 124.30 | 79.03 | 157% |
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