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NAESX vs WWSYX
NAESX vs WWSYX Comparison
Open Charts NAESX vs WWSYX
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
Westwood Quality SmallCap Fund Ultra
Price$20.13
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets981.6M
NAESX vs WWSYX Comparison Chart in %
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NAESX vs. WWSYX commentary
Aug 10, 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 Hold and WWSYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WWSYX (982M). NAESX pays higher dividends than WWSYX: NAESX (1.25) vs WWSYX (0.94). 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 : 9.46 vs. WWSYX (-2.49). NAESX return over 5 years is better than : 54.21 vs. WWSYX (41.44).
| 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 | 0.067 | -0.593 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 982M | 15,682% |
| Annual Yield % from dividends | 1.25 | 0.94 | 133% |
| Returns for 1 year | 9.46 | -2.49 | -380% |
| Returns for 3 years | 23.97 | 9.41 | 255% |
| Returns for 5 years | 54.21 | 41.44 | 131% |
| Returns for 10 years | 108.86 | N/A | - |
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