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NAESX vs WWSMX
NAESX vs WWSMX Comparison
Open Charts NAESX vs WWSMX
Vanguard Small Cap Index I
Price$115.97
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
Westwood Quality SMidCap Fund Ultra
Price$16.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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NAESX vs WWSMX Comparison Chart
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NAESX vs. WWSMX commentary
Oct 18, 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 WWSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 152B vs. WWSMX (107M). NAESX pays higher dividends than WWSMX: NAESX (1.31) vs WWSMX (1.03). NAESX was incepted earlier than WWSMX: NAESX (64 years) vs WWSMX (4 years). WWSMX is a more actively managed with annual turnover of: 87.00 vs. NAESX (12.00). 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 : 28.41 vs. WWSMX (24.60).
| NAESX | WWSMX | NAESX / WWSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 4 years | - |
| Gain YTD | 13.884 | 14.473 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 107M | 142,056% |
| Annual Yield % from dividends | 1.31 | 1.03 | 128% |
| Returns for 1 year | 28.41 | 24.60 | 115% |
| Returns for 3 years | 8.01 | 3.83 | 209% |
| Returns for 5 years | 59.36 | N/A | - |
| Returns for 10 years | 137.19 | N/A | - |
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