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NAESX vs WICVX
NAESX vs WICVX Comparison
Open Charts NAESX vs WICVX
Vanguard Small Cap Index I
Price$100.96
Change+$1.49 (+1.50%)
VolumeN/A
Net Assets143.36B
Wasatch Small Cap Value Institutional
Price$8.54
Change+$0.14 (+1.67%)
VolumeN/A
Net Assets1.38B
NAESX vs WICVX Comparison Chart
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NAESX vs. WICVX commentary
Apr 24, 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: 143B vs. WICVX (1.38B). 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 : -3.88 vs. WICVX (-20.10). NAESX return over 5 years is better than : 69.04 vs. WICVX (57.47).
| 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 | -13.542 | -16.000 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.38B | 10,385% |
| Annual Yield % from dividends | 1.39 | 0.18 | 765% |
| Returns for 1 year | -3.88 | -20.10 | 19% |
| Returns for 3 years | 3.78 | -7.95 | -48% |
| Returns for 5 years | 69.04 | 57.47 | 120% |
| Returns for 10 years | 74.33 | 31.60 | 235% |
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