Interact to see
Advertisement
Advertisement
NAESX vs WSCOX
NAESX vs WSCOX Comparison
Open Charts NAESX vs WSCOX
Vanguard Small Cap Index I
Price$120.45
Change+$0.44 (+0.37%)
VolumeN/A
Net Assets154.18B
Allspring Disciplined Small Cap Inst
Price$14.77
Change+$0.13 (+0.89%)
VolumeN/A
Net Assets97.42M
NAESX vs WSCOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WSCOX commentary
Aug 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 Buy and WSCOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WSCOX (97.4M). NAESX pays higher dividends than WSCOX: NAESX (1.25) vs WSCOX (0.35). 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 : 7.94 vs. WSCOX (5.88). WSCOX return over 5 years is better than : 79.06 vs. NAESX (60.20).
| 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 | 4.381 | 11.670 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 97.4M | 158,111% |
| Annual Yield % from dividends | 1.25 | 0.35 | 355% |
| Returns for 1 year | 7.94 | 5.88 | 135% |
| Returns for 3 years | 29.94 | 33.95 | 88% |
| Returns for 5 years | 60.20 | 79.06 | 76% |
| Returns for 10 years | 127.04 | -36.67 | -346% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement