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NAESX vs WWSYX
NAESX vs WWSYX Comparison
Open Charts NAESX vs WWSYX
Vanguard Small Cap Index I
Price$111.99
Change-$1.15 (-1.02%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund Ultra
Price$19.60
Change-$0.22 (-1.11%)
VolumeN/A
Net Assets993.61M
NAESX vs WWSYX Comparison Chart in %
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NAESX vs. WWSYX commentary
Jun 27, 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 WWSYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WWSYX (994M). NAESX pays higher dividends than WWSYX: NAESX (1.35) vs WWSYX (1.01). NAESX was incepted earlier than WWSYX: NAESX (65 years) vs WWSYX (5 years). WWSYX (0.93) is less costly to investors than NAESX (0.17). WWSYX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WWSYX: NAESX (3000) vs WWSYX (1000000). NAESX annual gain was more profitable for investors over the last year : 8.90 vs. WWSYX (0.84). NAESX return over 5 years is better than : 70.22 vs. WWSYX (58.21).
| NAESX | WWSYX | NAESX / WWSYX | |
| Total Expense Ratio | 0.17 | 0.79 | 22% |
| Annual Report Gross Expense Ratio | 0.17 | 0.93 | 18% |
| Fund Existence | 65 years | 5 years | - |
| Gain YTD | -1.660 | -2.123 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 994M | 14,889% |
| Annual Yield % from dividends | 1.35 | 1.01 | 134% |
| Returns for 1 year | 8.90 | 0.84 | 1,055% |
| Returns for 3 years | 30.85 | 15.61 | 198% |
| Returns for 5 years | 70.22 | 58.21 | 121% |
| Returns for 10 years | 97.92 | N/A | - |
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