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NAESX vs WSCOX
NAESX vs WSCOX Comparison
Open Charts NAESX vs WSCOX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Allspring Disciplined Small Cap Inst
Price$13.53
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets56.52M
NAESX vs WSCOX Comparison Chart
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NAESX vs. WSCOX commentary
Jan 19, 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: 155B vs. WSCOX (56.5M). NAESX pays higher dividends than WSCOX: NAESX (1.31) vs WSCOX (0.15). NAESX was incepted earlier than WSCOX: NAESX (64 years) vs WSCOX (10 years). WSCOX is a more actively managed with annual turnover of: 53.00 vs. NAESX (12.00). 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 : 21.23 vs. WSCOX (14.04). NAESX (48.81) and WSCOX (47.97) have equivalent 5 years return.
| NAESX | WSCOX | NAESX / WSCOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 10 years | - |
| Gain YTD | 3.370 | 3.204 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 56.5M | 274,336% |
| Annual Yield % from dividends | 1.31 | 0.15 | 861% |
| Returns for 1 year | 21.23 | 14.04 | 151% |
| Returns for 3 years | 17.16 | 13.95 | 123% |
| Returns for 5 years | 48.81 | 47.97 | 102% |
| Returns for 10 years | 126.44 | -39.80 | -318% |
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