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NAESX vs WMCVX
NAESX vs WMCVX Comparison
Open Charts NAESX vs WMCVX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
NAESX vs WMCVX Comparison Chart
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NAESX vs. WMCVX commentary
Jun 15, 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 StrongBuy and WMCVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WMCVX (1.49B). NAESX pays higher dividends than WMCVX: NAESX (1.35) 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: 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 : 5.19 vs. WMCVX (-14.92). NAESX return over 5 years is better than : 63.19 vs. WMCVX (38.48).
| 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 | 28 years | - |
| Gain YTD | -4.390 | -7.903 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.49B | 9,913% |
| Annual Yield % from dividends | 1.35 | 0.06 | 2,085% |
| Returns for 1 year | 5.19 | -14.92 | -35% |
| Returns for 3 years | 31.28 | 12.01 | 260% |
| Returns for 5 years | 63.19 | 38.48 | 164% |
| Returns for 10 years | 92.88 | 39.96 | 232% |
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