Interact to see
Advertisement
Advertisement
NAESX vs WMKSX
NAESX vs WMKSX Comparison
Open Charts NAESX vs WMKSX
Vanguard Small Cap Index I
Price$124.00
Change+$0.80 (+0.65%)
VolumeN/A
Net Assets162.36B
WesMark Small Company Fund
Price$18.22
Change+$0.25 (+1.39%)
VolumeN/A
Net Assets161.64M
NAESX vs WMKSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WMKSX commentary
Oct 27, 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 WMKSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WMKSX (162M). NAESX pays higher dividends than WMKSX: NAESX (1.23) 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 : 21.06 vs. NAESX (9.34). NAESX return over 5 years is better than : 57.75 vs. WMKSX (24.30).
| 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 | 7.919 | 18.158 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 162M | 100,000% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 9.34 | 21.06 | 44% |
| Returns for 3 years | 42.31 | 46.86 | 90% |
| Returns for 5 years | 57.75 | 24.30 | 238% |
| Returns for 10 years | 138.41 | 35.52 | 390% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement