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NAESX vs WICVX
NAESX vs WICVX Comparison
Open Charts NAESX vs WICVX
Vanguard Small Cap Index I
Price$119.29
Change-$1.38 (-1.14%)
VolumeN/A
CapitalizationN/A
Wasatch Small Cap Value Institutional
Price$12.46
Change-$0.09 (-0.72%)
VolumeN/A
CapitalizationN/A
NAESX vs WICVX Comparison Chart
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NAESX vs. WICVX commentary
Nov 15, 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 StrongBuy and WICVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. WICVX (1.76B). 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). WICVX annual gain was more profitable for investors over the last year : 32.13 vs. NAESX (30.01). WICVX (58.17) and NAESX (57.10) have equivalent 5 years return.
| 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 | 17.003 | 20.270 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.76B | 8,560% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 30.01 | 32.13 | 93% |
| Returns for 3 years | 5.96 | 4.23 | 141% |
| Returns for 5 years | 57.10 | 58.17 | 98% |
| Returns for 10 years | 126.20 | 111.25 | 113% |