Ad is loading...
NAESX vs WWSYX
NAESX vs WWSYX Comparison
Open Charts NAESX vs WWSYX
Vanguard Small Cap Index I
Price$111.04
Change-$2.78 (-2.44%)
VolumeN/A
Net Assets160.88B
Westwood Quality SmallCap Fund Ultra
Price$19.37
Change-$0.42 (-2.12%)
VolumeN/A
Net Assets1.02B
NAESX vs WWSYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WWSYX commentary
Mar 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WWSYX (1.02B). 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 : 7.68 vs. WWSYX (-2.41).
| 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 | -1.155 | -2.272 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.02B | 15,738% |
| Annual Yield % from dividends | 1.31 | 1.41 | 93% |
| Returns for 1 year | 7.68 | -2.41 | -319% |
| Returns for 3 years | 16.86 | 2.16 | 781% |
| Returns for 5 years | 56.74 | N/A | - |
| Returns for 10 years | 106.73 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...