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NAESX vs WBCIX
NAESX vs WBCIX Comparison
Open Charts NAESX vs WBCIX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
William Blair Small-Mid Cap Core I
Price$17.17
Change+$0.11 (+0.64%)
VolumeN/A
Net Assets127.34M
NAESX vs WBCIX Comparison Chart in %
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NAESX vs. WBCIX commentary
Feb 04, 2026
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 WBCIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WBCIX (127M). NAESX pays higher dividends than WBCIX: NAESX (1.16) vs WBCIX (0.00). NAESX was incepted earlier than WBCIX: NAESX (65 years) vs WBCIX (6 years). WBCIX (1.15) is less costly to investors than NAESX (0.17). WBCIX is a more actively managed with annual turnover of: 59.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WBCIX: NAESX (3000) vs WBCIX (500000). NAESX annual gain was more profitable for investors over the last year : 10.68 vs. WBCIX (-1.04). NAESX return over 5 years is better than : 31.77 vs. WBCIX (25.56).
| NAESX | WBCIX | NAESX / WBCIX | |
| Total Expense Ratio | 0.17 | 0.95 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 1.15 | 15% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | 5.519 | 3.309 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 127M | 127,559% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 10.68 | -1.04 | -1,030% |
| Returns for 3 years | 33.00 | 13.25 | 249% |
| Returns for 5 years | 31.77 | 25.56 | 124% |
| Returns for 10 years | 185.98 | N/A | - |
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