Interact to see
Advertisement
Advertisement
NAESX vs WWSYX
NAESX vs WWSYX Comparison
Open Charts NAESX vs WWSYX
Vanguard Small Cap Index I
Price$116.53
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets153.28B
Westwood Quality SmallCap Fund Ultra
Price$20.51
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets1.01B
NAESX vs WWSYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WWSYX commentary
Jul 20, 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: 153B vs. WWSYX (1.01B). NAESX pays higher dividends than WWSYX: NAESX (1.28) vs WWSYX (0.96). 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 : 5.60 vs. WWSYX (-5.59). NAESX return over 5 years is better than : 64.98 vs. WWSYX (54.29).
| 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 | 1.502 | 1.877 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.01B | 15,104% |
| Annual Yield % from dividends | 1.28 | 0.96 | 133% |
| Returns for 1 year | 5.60 | -5.59 | -100% |
| Returns for 3 years | 37.53 | 21.49 | 175% |
| Returns for 5 years | 64.98 | 54.29 | 120% |
| Returns for 10 years | 107.40 | N/A | - |