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NAESX vs WWSYX
NAESX vs WWSYX Comparison
Open Charts NAESX vs WWSYX
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund Ultra
Price$19.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets964.83M
NAESX vs WWSYX Comparison Chart
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NAESX vs. WWSYX commentary
Jun 06, 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 StrongBuy and WWSYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WWSYX (965M). NAESX pays higher dividends than WWSYX: NAESX (1.35) vs WWSYX (1.01). 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 : 4.88 vs. WWSYX (-4.87). NAESX return over 5 years is better than : 52.45 vs. WWSYX (33.88).
| 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 | -3.929 | -5.531 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 965M | 15,337% |
| Annual Yield % from dividends | 1.35 | 1.01 | 134% |
| Returns for 1 year | 4.88 | -4.87 | -100% |
| Returns for 3 years | 18.26 | 2.11 | 867% |
| Returns for 5 years | 52.45 | 33.88 | 155% |
| Returns for 10 years | 95.90 | N/A | - |
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