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NAESX vs WWSAX
NAESX vs WWSAX Comparison
Open Charts NAESX vs WWSAX
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
TETON Westwood SmallCap Equity A
Price$17.84
Change+$1.42 (+8.65%)
VolumeN/A
Net Assets63.05M
NAESX vs WWSAX Comparison Chart
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NAESX vs. WWSAX commentary
Apr 11, 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 WWSAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. WWSAX (63M). NAESX pays higher dividends than WWSAX: NAESX (1.39) vs WWSAX (0.76). NAESX was incepted earlier than WWSAX: NAESX (65 years) vs WWSAX (23 years). WWSAX (1.58) is less costly to investors than NAESX (0.17). WWSAX is a more actively managed with annual turnover of: 21.00 vs. NAESX (12.00). WWSAX has a lower initial minimum investment than NAESX: WWSAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -13.70 vs. WWSAX (-31.35). NAESX return over 5 years is better than : 56.35 vs. WWSAX (31.79).
| NAESX | WWSAX | NAESX / WWSAX | |
| Total Expense Ratio | 0.17 | 1.25 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.58 | 11% |
| Fund Existence | 65 years | 23 years | - |
| Gain YTD | -19.296 | -21.511 | 90% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 63M | 226,984% |
| Annual Yield % from dividends | 1.39 | 0.76 | 184% |
| Returns for 1 year | -13.70 | -31.35 | 44% |
| Returns for 3 years | -5.18 | -28.04 | 18% |
| Returns for 5 years | 56.35 | 31.79 | 177% |
| Returns for 10 years | 63.14 | -16.32 | -387% |
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