NAESX
Price
$115.70
Change
+$0.08 (+0.07%)
Updated
Aug 5 closing price
Net Assets
153.28B
WMCVX
Price
$9.57
Change
+$0.03 (+0.31%)
Updated
Aug 5 closing price
Net Assets
1.56B
Interact to see
Advertisement

NAESX vs WMCVX

Header iconNAESX vs WMCVX Comparison
Open Charts NAESX vs WMCVXBanner chart's image
Vanguard Small Cap Index I
Price$115.70
Change+$0.08 (+0.07%)
VolumeN/A
Net Assets153.28B
Wasatch Small Cap Value
Price$9.57
Change+$0.03 (+0.31%)
VolumeN/A
Net Assets1.56B
NAESX vs WMCVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
NAESX vs. WMCVX commentary
Aug 06, 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 WMCVX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WMCVX (1.56B). NAESX pays higher dividends than WMCVX: NAESX (1.25) vs WMCVX (0.06). NAESX was incepted earlier than WMCVX: NAESX (65 years) vs WMCVX (28 years). WMCVX (1.18) is less costly to investors than NAESX (0.17). WMCVX is a more actively managed with annual turnover of: 69.00 vs. NAESX (13.00). WMCVX has a lower initial minimum investment than NAESX: WMCVX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.68 vs. WMCVX (-11.21). NAESX return over 5 years is better than : 56.12 vs. WMCVX (30.45).
NAESXWMCVXNAESX / WMCVX
Total Expense Ratio0.171.1814%
Annual Report Gross Expense Ratio0.171.1814%
Fund Existence65 years28 years-
Gain YTD0.563-3.343-17%
Front LoadN/AN/A-
Min. Initial Investment30002000150%
Min. Initial Investment IRAN/AN/A-
Net Assets153B1.56B9,789%
Annual Yield % from dividends1.250.062,014%
Returns for 1 year12.68-11.21-113%
Returns for 3 years24.056.65362%
Returns for 5 years56.1230.45184%
Returns for 10 years110.8949.63223%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
WFAFY28.320.57
+2.05%
Wesfarmers Ltd.
SQZZF2.35N/A
N/A
Serica Energy Plc
ZPHYF0.03N/A
N/A
Zephyr Minerals Ltd
ATSKF0.88N/A
N/A
Allied Telesis Holdings KK
CSDXF0.79-0.03
-3.67%
COSCO SHIPPING Energy Transportation Co., Ltd.