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NAESX vs WWSMX
NAESX vs WWSMX Comparison
Open Charts NAESX vs WWSMX
Vanguard Small Cap Index I
Price$120.01
Change-$0.94 (-0.78%)
VolumeN/A
Net Assets154.18B
Westwood Quality SMidCap Fund Ultra
Price$17.14
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets101.04M
NAESX vs WWSMX Comparison Chart in %
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NAESX vs. WWSMX commentary
Aug 26, 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: 154B vs. WWSMX (101M). 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 (8.52) and WWSMX (8.37) have marching annual gain over last year. NAESX return over 5 years is better than : 62.16 vs. WWSMX (51.20).
| 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 | 5.199 | 8.412 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 101M | 152,475% |
| Annual Yield % from dividends | 1.25 | 1.49 | 84% |
| Returns for 1 year | 8.52 | 8.37 | 102% |
| Returns for 3 years | 30.95 | 37.14 | 83% |
| Returns for 5 years | 62.16 | 51.20 | 121% |
| Returns for 10 years | 128.82 | N/A | - |
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