Ad is loading...
NAESX vs WMCVX
NAESX vs WMCVX Comparison
Open Charts NAESX vs WMCVX
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
Wasatch Small Cap Value
Price$9.93
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
NAESX vs WMCVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WMCVX commentary
Dec 22, 2024
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: 167B vs. WMCVX (1.6B). NAESX pays higher dividends than WMCVX: NAESX (1.31) vs WMCVX (0.00). NAESX was incepted earlier than WMCVX: NAESX (64 years) vs WMCVX (27 years). 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 : 14.50 vs. WMCVX (-2.50). NAESX return over 5 years is better than : 47.90 vs. WMCVX (22.86).
| NAESX | WMCVX | NAESX / WMCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 27 years | - |
| Gain YTD | 14.022 | -2.973 | -472% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.6B | 10,438% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 14.50 | -2.50 | -581% |
| Returns for 3 years | 10.57 | -1.82 | -580% |
| Returns for 5 years | 47.90 | 22.86 | 210% |
| Returns for 10 years | 115.27 | 67.77 | 170% |