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NAESX vs WWSYX
NAESX vs WWSYX Comparison
Open Charts NAESX vs WWSYX
Vanguard Small Cap Index I
Price$121.27
Change-$1.45 (-1.18%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund Ultra
Price$23.06
Change-$0.34 (-1.45%)
VolumeN/A
CapitalizationN/A
NAESX vs WWSYX Comparison Chart
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NAESX vs. WWSYX commentary
Nov 13, 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 WWSYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. WWSYX (1.2B). WWSYX pays higher dividends than NAESX: WWSYX (1.41) vs NAESX (1.31). NAESX was incepted earlier than WWSYX: NAESX (64 years) vs WWSYX (5 years). WWSYX is a more actively managed with annual turnover of: 58.00 vs. NAESX (12.00). 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 : 40.20 vs. WWSYX (27.87).
| NAESX | WWSYX | NAESX / WWSYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 5 years | - |
| Gain YTD | 20.368 | 14.202 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.2B | 12,604% |
| Annual Yield % from dividends | 1.31 | 1.41 | 93% |
| Returns for 1 year | 40.20 | 27.87 | 144% |
| Returns for 3 years | 8.87 | 4.69 | 189% |
| Returns for 5 years | 62.99 | N/A | - |
| Returns for 10 years | 131.69 | N/A | - |
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