Ad is loading...
NAESX vs WSCOX
NAESX vs WSCOX Comparison
Open Charts NAESX vs WSCOX
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
Allspring Disciplined Small Cap Inst
Price$11.61
Change+$0.93 (+8.71%)
VolumeN/A
Net Assets80.75M
NAESX vs WSCOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WSCOX commentary
Apr 10, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. WSCOX (80.8M). NAESX pays higher dividends than WSCOX: NAESX (1.39) vs WSCOX (0.40). NAESX was incepted earlier than WSCOX: NAESX (65 years) vs WSCOX (10 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 (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 : -13.70 vs. WSCOX (-17.53). WSCOX return over 5 years is better than : 62.89 vs. NAESX (56.35).
| 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 | 10 years | - |
| Gain YTD | -19.296 | -18.535 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 80.8M | 176,980% |
| Annual Yield % from dividends | 1.39 | 0.40 | 349% |
| Returns for 1 year | -13.70 | -17.53 | 78% |
| Returns for 3 years | -5.18 | -5.38 | 96% |
| Returns for 5 years | 56.35 | 62.89 | 90% |
| Returns for 10 years | 63.14 | -55.90 | -113% |
View a ticker or compare two or three
VS
VS
Ad is loading...