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NAESX vs WWSMX
NAESX vs WWSMX Comparison
Open Charts NAESX vs WWSMX
Vanguard Small Cap Index I
Price$122.51
Change+$0.13 (+0.11%)
VolumeN/A
Net Assets161.26B
Westwood Quality SMidCap Fund Ultra
Price$17.11
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets100.71M
NAESX vs WWSMX Comparison Chart in %
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NAESX vs. WWSMX commentary
Sep 16, 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: 161B vs. WWSMX (101M). WWSMX pays higher dividends than NAESX: WWSMX (1.43) vs NAESX (1.20). 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 : 11.09 vs. WWSMX (9.74). NAESX return over 5 years is better than : 65.23 vs. WWSMX (52.00).
| 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 | 6.442 | 8.349 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 101M | 159,406% |
| Annual Yield % from dividends | 1.20 | 1.43 | 84% |
| Returns for 1 year | 11.09 | 9.74 | 114% |
| Returns for 3 years | 38.85 | 42.57 | 91% |
| Returns for 5 years | 65.23 | 52.00 | 125% |
| Returns for 10 years | 132.46 | N/A | - |
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