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NAESX vs WWSYX
NAESX vs WWSYX Comparison
Open Charts NAESX vs WWSYX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund Ultra
Price$22.12
Change-$0.35 (-1.56%)
VolumeN/A
CapitalizationN/A
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NAESX vs WWSYX Comparison Chart
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NAESX vs. WWSYX commentary
Sep 21, 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: 149B vs. WWSYX (1.18B). WWSYX pays higher dividends than NAESX: WWSYX (1.41) vs NAESX (1.31). NAESX was incepted earlier than WWSYX: NAESX (64 years) vs WWSYX (4 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 : 20.72 vs. WWSYX (17.62).
| NAESX | WWSYX | NAESX / WWSYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 4 years | - |
| Gain YTD | 9.695 | 7.760 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.18B | 12,627% |
| Annual Yield % from dividends | 1.31 | 1.41 | 93% |
| Returns for 1 year | 20.72 | 17.62 | 118% |
| Returns for 3 years | 5.63 | 10.08 | 56% |
| Returns for 5 years | 51.64 | N/A | - |
| Returns for 10 years | 113.34 | N/A | - |