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NAESX vs WMCVX
NAESX vs WMCVX Comparison
Open Charts NAESX vs WMCVX
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
NAESX vs WMCVX Comparison Chart
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NAESX vs. WMCVX commentary
Apr 11, 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: 143B vs. WMCVX (1.43B). NAESX pays higher dividends than WMCVX: NAESX (1.39) 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 (12.00). 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 : -3.54 vs. WMCVX (-18.02). NAESX return over 5 years is better than : 71.00 vs. WMCVX (54.28).
| 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 | -11.734 | -13.171 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.43B | 10,014% |
| Annual Yield % from dividends | 1.39 | 0.07 | 2,116% |
| Returns for 1 year | -3.54 | -18.02 | 20% |
| Returns for 3 years | 4.24 | -5.77 | -73% |
| Returns for 5 years | 71.00 | 54.28 | 131% |
| Returns for 10 years | 78.67 | 33.79 | 233% |
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