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NAESX vs WMKSX
NAESX vs WMKSX Comparison
Open Charts NAESX vs WMKSX
Vanguard Small Cap Index I
Price$120.01
Change-$0.94 (-0.78%)
VolumeN/A
Net Assets154.18B
WesMark Small Company Fund
Price$17.25
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets152.4M
NAESX vs WMKSX Comparison Chart in %
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NAESX vs. WMKSX commentary
Aug 26, 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 WMKSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WMKSX (152M). NAESX pays higher dividends than WMKSX: NAESX (1.25) vs WMKSX (0.00). NAESX was incepted earlier than WMKSX: NAESX (65 years) vs WMKSX (32 years). WMKSX (1.23) is less costly to investors than NAESX (0.17). WMKSX is a more actively managed with annual turnover of: 26.00 vs. NAESX (13.00). WMKSX has a lower initial minimum investment than NAESX: WMKSX (1000) vs NAESX (3000). WMKSX annual gain was more profitable for investors over the last year : 16.70 vs. NAESX (8.52). NAESX return over 5 years is better than : 62.16 vs. WMKSX (22.19).
| NAESX | WMKSX | NAESX / WMKSX | |
| Total Expense Ratio | 0.17 | 1.23 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.23 | 14% |
| Fund Existence | 65 years | 32 years | - |
| Gain YTD | 5.199 | 12.840 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 152M | 101,316% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 8.52 | 16.70 | 51% |
| Returns for 3 years | 30.95 | 30.80 | 101% |
| Returns for 5 years | 62.16 | 22.19 | 280% |
| Returns for 10 years | 128.82 | 27.45 | 469% |
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