Ad is loading...
NAESX vs WWSYX
NAESX vs WWSYX Comparison
Open Charts NAESX vs WWSYX
Vanguard Small Cap Index I
Price$117.36
Change+$0.49 (+0.42%)
VolumeN/A
CapitalizationN/A
Westwood Quality SmallCap Fund Ultra
Price$20.68
Change+$0.10 (+0.49%)
VolumeN/A
CapitalizationN/A
NAESX vs WWSYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WWSYX commentary
Dec 27, 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 Hold and WWSYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. WWSYX (1.08B). 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 : 13.85 vs. WWSYX (-0.45).
| 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 | 15.205 | 0.927 | 1,640% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.08B | 15,449% |
| Annual Yield % from dividends | 1.31 | 1.41 | 93% |
| Returns for 1 year | 13.85 | -0.45 | -3,089% |
| Returns for 3 years | 9.26 | -1.31 | -706% |
| Returns for 5 years | 50.15 | N/A | - |
| Returns for 10 years | 114.97 | N/A | - |