Interact to see
Advertisement
Advertisement
NAESX vs WMCVX
NAESX vs WMCVX Comparison
Open Charts NAESX vs WMCVX
Vanguard Small Cap Index I
Price$108.59
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
NAESX vs WMCVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WMCVX commentary
May 23, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. WMCVX (1.49B). NAESX pays higher dividends than WMCVX: NAESX (1.43) vs WMCVX (0.07). NAESX was incepted earlier than WMCVX: NAESX (65 years) vs WMCVX (27 years). WMCVX (1.18) is less costly to investors than NAESX (0.17). WMCVX is a more actively managed with annual turnover of: 61.00 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 : 1.75 vs. WMCVX (-16.34). NAESX return over 5 years is better than : 67.31 vs. WMCVX (45.31).
| NAESX | WMCVX | NAESX / WMCVX | |
| Total Expense Ratio | 0.17 | 1.18 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.18 | 14% |
| Fund Existence | 65 years | 27 years | - |
| Gain YTD | -5.554 | -8.511 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.49B | 9,377% |
| Annual Yield % from dividends | 1.43 | 0.07 | 2,088% |
| Returns for 1 year | 1.75 | -16.34 | -11% |
| Returns for 3 years | 22.26 | 6.80 | 327% |
| Returns for 5 years | 67.31 | 45.31 | 149% |
| Returns for 10 years | 90.72 | 41.86 | 217% |