Interact to see
Advertisement
Advertisement
NAESX vs WSCOX
NAESX vs WSCOX Comparison
Open Charts NAESX vs WSCOX
Vanguard Small Cap Index I
Price$111.99
Change-$1.15 (-1.02%)
VolumeN/A
Net Assets147.56B
Allspring Disciplined Small Cap Inst
Price$13.12
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets97.07M
NAESX vs WSCOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WSCOX commentary
Jun 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 WSCOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WSCOX (97.1M). NAESX pays higher dividends than WSCOX: NAESX (1.35) vs WSCOX (0.38). NAESX was incepted earlier than WSCOX: NAESX (65 years) vs WSCOX (11 years). WSCOX (1.39) is less costly to investors than NAESX (0.17). WSCOX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WSCOX: NAESX (3000) vs WSCOX (1000000). NAESX annual gain was more profitable for investors over the last year : 8.90 vs. WSCOX (3.03). WSCOX return over 5 years is better than : 85.57 vs. NAESX (70.22).
| NAESX | WSCOX | NAESX / WSCOX | |
| Total Expense Ratio | 0.17 | 0.60 | 28% |
| Annual Report Gross Expense Ratio | 0.17 | 1.39 | 12% |
| Fund Existence | 65 years | 11 years | - |
| Gain YTD | -1.660 | 0.915 | -181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 97.1M | 152,420% |
| Annual Yield % from dividends | 1.35 | 0.38 | 353% |
| Returns for 1 year | 8.90 | 3.03 | 294% |
| Returns for 3 years | 30.85 | 30.94 | 100% |
| Returns for 5 years | 70.22 | 85.57 | 82% |
| Returns for 10 years | 97.92 | -46.14 | -212% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NCV | 13.93 | 0.13 | +0.94% |
| Virtus Convertible & Income Fund | |||
| IOO | 105.81 | 0.48 | +0.46% |
| iShares Global 100 ETF | |||
| BNDC | 22.17 | 0.08 | +0.36% |
| FlexShares Core Select Bond ETF | |||
| DFGX | 53.26 | -0.01 | -0.02% |
| Dimensional Global ex US Cor Fxd Inc ETF | |||
| FDRV | 14.69 | -0.13 | -0.84% |
| Fidelity Elctrc Vhcls & Ftr Trnsptn ETF | |||