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NAESX vs WSCOX
NAESX vs WSCOX Comparison
Open Charts NAESX vs WSCOX
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
Allspring Disciplined Small Cap Inst
Price$14.65
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets115.4M
NAESX vs WSCOX Comparison Chart in %
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NAESX vs. WSCOX commentary
Nov 20, 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 WSCOX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WSCOX (115M). NAESX pays higher dividends than WSCOX: NAESX (1.22) vs WSCOX (0.31). NAESX was incepted earlier than WSCOX: NAESX (65 years) vs WSCOX (11 years). WSCOX (0.96) 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). WSCOX annual gain was more profitable for investors over the last year : 3.06 vs. NAESX (-0.86). WSCOX return over 5 years is better than : 58.68 vs. NAESX (39.31).
| NAESX | WSCOX | NAESX / WSCOX | |
| Total Expense Ratio | 0.17 | 0.60 | 28% |
| Annual Report Gross Expense Ratio | 0.17 | 0.96 | 18% |
| Fund Existence | 65 years | 11 years | - |
| Gain YTD | 2.409 | 11.747 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 115M | 140,870% |
| Annual Yield % from dividends | 1.22 | 0.31 | 389% |
| Returns for 1 year | -0.86 | 3.06 | -28% |
| Returns for 3 years | 29.99 | 33.68 | 89% |
| Returns for 5 years | 39.31 | 58.68 | 67% |
| Returns for 10 years | 122.07 | -37.48 | -326% |
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