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NAESX vs WWSYX
NAESX vs WWSYX Comparison
Open Charts NAESX vs WWSYX
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
Westwood Quality SmallCap Fund Ultra
Price$18.51
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets939.45M
NAESX vs WWSYX Comparison Chart
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NAESX vs. WWSYX commentary
May 10, 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: 140B vs. WWSYX (939M). NAESX pays higher dividends than WWSYX: NAESX (1.43) vs WWSYX (1.07). 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 : 0.38 vs. WWSYX (-9.24). NAESX return over 5 years is better than : 67.70 vs. WWSYX (50.84).
| 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 | -6.963 | -8.444 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 939M | 14,909% |
| Annual Yield % from dividends | 1.43 | 1.07 | 134% |
| Returns for 1 year | 0.38 | -9.24 | -4% |
| Returns for 3 years | 22.74 | 6.17 | 369% |
| Returns for 5 years | 67.70 | 50.84 | 133% |
| Returns for 10 years | 91.12 | N/A | - |
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