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NAESX vs WSCOX
NAESX vs WSCOX Comparison
Open Charts NAESX vs WSCOX
Vanguard Small Cap Index I
Price$122.29
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets161.26B
Allspring Disciplined Small Cap Inst
Price$15.18
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets83.85M
NAESX vs WSCOX Comparison Chart in %
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NAESX vs. WSCOX commentary
Sep 18, 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: 161B vs. WSCOX (83.9M). NAESX pays higher dividends than WSCOX: NAESX (1.20) vs WSCOX (0.33). 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). WSCOX (10.07) and NAESX (9.72) have marching annual gain over last year. WSCOX return over 5 years is better than : 87.88 vs. NAESX (67.30).
| 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 | 6.425 | 15.332 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 83.9M | 191,895% |
| Annual Yield % from dividends | 1.20 | 0.33 | 365% |
| Returns for 1 year | 9.72 | 10.07 | 97% |
| Returns for 3 years | 38.83 | 47.75 | 81% |
| Returns for 5 years | 67.30 | 87.88 | 77% |
| Returns for 10 years | 132.42 | -34.40 | -385% |
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