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NAESX vs WWSMX
NAESX vs WWSMX Comparison
Open Charts NAESX vs WWSMX
Vanguard Small Cap Index I
Price$113.86
Change-$1.83 (-1.58%)
VolumeN/A
Net Assets153.28B
Westwood Quality SMidCap Fund Ultra
Price$16.24
Change-$0.21 (-1.28%)
VolumeN/A
Net Assets95.57M
NAESX vs WWSMX Comparison Chart in %
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NAESX vs. WWSMX commentary
Aug 05, 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 WWSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WWSMX (95.6M). WWSMX pays higher dividends than NAESX: WWSMX (1.49) vs NAESX (1.25). NAESX was incepted earlier than WWSMX: NAESX (65 years) vs WWSMX (5 years). WWSMX (0.87) is less costly to investors than NAESX (0.17). WWSMX is a more actively managed with annual turnover of: 73.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WWSMX: NAESX (3000) vs WWSMX (1000000). NAESX annual gain was more profitable for investors over the last year : 4.61 vs. WWSMX (4.17). NAESX return over 5 years is better than : 58.27 vs. WWSMX (50.15).
| NAESX | WWSMX | NAESX / WWSMX | |
| Total Expense Ratio | 0.17 | 0.70 | 24% |
| Annual Report Gross Expense Ratio | 0.17 | 0.87 | 20% |
| Fund Existence | 65 years | 5 years | - |
| Gain YTD | -0.968 | 2.720 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 95.6M | 160,042% |
| Annual Yield % from dividends | 1.25 | 1.49 | 84% |
| Returns for 1 year | 4.61 | 4.17 | 111% |
| Returns for 3 years | 24.06 | 30.04 | 80% |
| Returns for 5 years | 58.27 | 50.15 | 116% |
| Returns for 10 years | 105.16 | N/A | - |
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