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NAESX vs WICVX
NAESX vs WICVX Comparison
Open Charts NAESX vs WICVX
Vanguard Small Cap Index I
Price$120.01
Change-$0.94 (-0.78%)
VolumeN/A
Net Assets154.18B
Wasatch Small Cap Value Institutional
Price$10.10
Change-$0.10 (-0.98%)
VolumeN/A
Net Assets1.64B
NAESX vs WICVX Comparison Chart in %
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NAESX vs. WICVX commentary
Aug 26, 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: 154B vs. WICVX (1.64B). NAESX pays higher dividends than WICVX: NAESX (1.25) 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 : 8.52 vs. WICVX (-13.84). NAESX return over 5 years is better than : 62.16 vs. WICVX (36.51).
| 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 | 5.199 | 1.000 | 520% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.64B | 9,379% |
| Annual Yield % from dividends | 1.25 | 0.17 | 729% |
| Returns for 1 year | 8.52 | -13.84 | -62% |
| Returns for 3 years | 30.95 | 14.82 | 209% |
| Returns for 5 years | 62.16 | 36.51 | 170% |
| Returns for 10 years | 128.82 | 66.75 | 193% |
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