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NAESX vs WWSIX
NAESX vs WWSIX Comparison
Open Charts NAESX vs WWSIX
Vanguard Small Cap Index I
Price$123.43
Change+$1.88 (+1.55%)
VolumeN/A
CapitalizationN/A
TETON Westwood SmallCap Equity I
Price$30.82
Change+$0.49 (+1.62%)
VolumeN/A
CapitalizationN/A
NAESX vs WWSIX Comparison Chart
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NAESX vs. WWSIX commentary
Nov 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 StrongBuy and WWSIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. WWSIX (65.4M). 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 : 34.50 vs. WWSIX (27.57). NAESX (63.38) and WWSIX (60.31) have equivalent 5 years return.
| 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 | 21.064 | 18.523 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 65.4M | 230,887% |
| Annual Yield % from dividends | 1.31 | 0.85 | 155% |
| Returns for 1 year | 34.50 | 27.57 | 125% |
| Returns for 3 years | 12.49 | 6.54 | 191% |
| Returns for 5 years | 63.38 | 60.31 | 105% |
| Returns for 10 years | 129.56 | 53.62 | 242% |
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