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NAESX vs WWSYX
NAESX vs WWSYX Comparison
Open Charts NAESX vs WWSYX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Westwood Quality SmallCap Fund Ultra
Price$20.02
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets943.4M
NAESX vs WWSYX Comparison Chart in %
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NAESX vs. WWSYX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WWSYX (943M). NAESX pays higher dividends than WWSYX: NAESX (1.23) vs WWSYX (0.92). NAESX was incepted earlier than WWSYX: NAESX (65 years) vs WWSYX (6 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 : 4.94 vs. WWSYX (-10.34). NAESX return over 5 years is better than : 55.32 vs. WWSYX (39.57).
| 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 | 6 years | - |
| Gain YTD | 5.604 | -1.185 | -473% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 943M | 17,179% |
| Annual Yield % from dividends | 1.23 | 0.92 | 133% |
| Returns for 1 year | 4.94 | -10.34 | -48% |
| Returns for 3 years | 41.95 | 16.71 | 251% |
| Returns for 5 years | 55.32 | 39.57 | 140% |
| Returns for 10 years | 130.22 | N/A | - |
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