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NAESX vs WWSIX
NAESX vs WWSIX Comparison
Open Charts NAESX vs WWSIX
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
TETON Westwood SmallCap Equity I
Price$23.38
Change+$0.13 (+0.56%)
VolumeN/A
CapitalizationN/A
NAESX vs WWSIX Comparison Chart
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NAESX vs. WWSIX commentary
Dec 23, 2024
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 WWSIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. WWSIX (58.7M). NAESX pays higher dividends than WWSIX: NAESX (1.31) vs WWSIX (0.85). NAESX was incepted earlier than WWSIX: NAESX (64 years) vs WWSIX (17 years). WWSIX is a more actively managed with annual turnover of: 17.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than WWSIX: NAESX (3000) vs WWSIX (500000). NAESX annual gain was more profitable for investors over the last year : 14.50 vs. WWSIX (-8.06). NAESX return over 5 years is better than : 47.90 vs. WWSIX (20.84).
| NAESX | WWSIX | NAESX / WWSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 17 years | - |
| Gain YTD | 14.022 | -7.915 | -177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 58.7M | 284,497% |
| Annual Yield % from dividends | 1.31 | 0.85 | 155% |
| Returns for 1 year | 14.50 | -8.06 | -180% |
| Returns for 3 years | 10.57 | -9.14 | -116% |
| Returns for 5 years | 47.90 | 20.84 | 230% |
| Returns for 10 years | 115.27 | 19.41 | 594% |
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