NAESX
Price
$114.78
Change
-$3.10 (-2.63%)
Updated
Feb 21 closing price
Net Assets
160.88B
WMCVX
Price
$9.72
Change
-$0.27 (-2.70%)
Updated
Feb 21 closing price
Net Assets
1.62B
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NAESX vs WMCVX

Header iconNAESX vs WMCVX Comparison
Open Charts NAESX vs WMCVXBanner chart's image
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Wasatch Small Cap Value
Price$9.72
Change-$0.27 (-2.70%)
VolumeN/A
Net Assets1.62B
NAESX vs WMCVX Comparison Chart
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NAESX vs. WMCVX commentary
Feb 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 Hold and WMCVX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WMCVX (1.62B). 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 : 11.22 vs. WMCVX (-7.20). NAESX return over 5 years is better than : 44.30 vs. WMCVX (22.22).
NAESXWMCVXNAESX / WMCVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence64 years27 years-
Gain YTD-0.321-1.52021%
Front LoadN/AN/A-
Min. Initial Investment30002000150%
Min. Initial Investment IRAN/AN/A-
Net Assets161B1.62B9,944%
Annual Yield % from dividends1.310.00-
Returns for 1 year11.22-7.20-156%
Returns for 3 years18.763.24578%
Returns for 5 years44.3022.22199%
Returns for 10 years105.1755.61189%
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