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NAESX vs WMCVX
NAESX vs WMCVX Comparison
Open Charts NAESX vs WMCVX
Vanguard Small Cap Index I
Price$120.67
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Wasatch Small Cap Value
Price$12.40
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
NAESX vs WMCVX Comparison Chart
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NAESX vs. WMCVX commentary
Nov 15, 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 StrongBuy and WMCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. WMCVX (1.78B). 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). WMCVX (33.33) and NAESX (32.08) have marching annual gain over last year. NAESX (58.92) and WMCVX (58.22) have equivalent 5 years return.
| 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 | 18.357 | 21.094 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.78B | 8,469% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 32.08 | 33.33 | 96% |
| Returns for 3 years | 7.05 | 4.77 | 148% |
| Returns for 5 years | 58.92 | 58.22 | 101% |
| Returns for 10 years | 127.82 | 107.30 | 119% |
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