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NAESX vs WICVX
NAESX vs WICVX Comparison
Open Charts NAESX vs WICVX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Wasatch Small Cap Value Institutional
Price$10.32
Change+$0.08 (+0.78%)
VolumeN/A
Net Assets1.65B
NAESX vs WICVX Comparison Chart
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NAESX vs. WICVX commentary
Jan 19, 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: 155B vs. WICVX (1.65B). 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 : 21.23 vs. WICVX (4.62). NAESX return over 5 years is better than : 48.81 vs. WICVX (25.30).
| 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 | 3.370 | 3.200 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.65B | 9,383% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 21.23 | 4.62 | 460% |
| Returns for 3 years | 17.16 | 2.24 | 767% |
| Returns for 5 years | 48.81 | 25.30 | 193% |
| Returns for 10 years | 126.44 | 77.93 | 162% |