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NAESX vs WICVX
NAESX vs WICVX Comparison
Open Charts NAESX vs WICVX
Vanguard Small Cap Index I
Price$122.38
Change-$1.27 (-1.03%)
VolumeN/A
Net Assets161.26B
Wasatch Small Cap Value Institutional
Price$10.12
Change-$0.11 (-1.08%)
VolumeN/A
Net Assets1.61B
NAESX vs WICVX Comparison Chart in %
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NAESX vs. WICVX commentary
Sep 15, 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 Buy and WICVX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WICVX (1.61B). NAESX pays higher dividends than WICVX: NAESX (1.20) vs WICVX (0.17). NAESX was incepted earlier than WICVX: NAESX (65 years) vs WICVX (14 years). WICVX (1.06) is less costly to investors than NAESX (0.17). WICVX is a more actively managed with annual turnover of: 69.00 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 : 13.21 vs. WICVX (-10.14). NAESX return over 5 years is better than : 70.59 vs. WICVX (43.56).
| 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 | 14 years | - |
| Gain YTD | 6.442 | 1.200 | 537% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.61B | 10,006% |
| Annual Yield % from dividends | 1.20 | 0.17 | 723% |
| Returns for 1 year | 13.21 | -10.14 | -130% |
| Returns for 3 years | 35.98 | 21.10 | 171% |
| Returns for 5 years | 70.59 | 43.56 | 162% |
| Returns for 10 years | 131.44 | 66.00 | 199% |