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NAESX vs WBCIX
NAESX vs WBCIX Comparison
Open Charts NAESX vs WBCIX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
William Blair Small-Mid Cap Core I
Price$15.70
Change-$0.27 (-1.69%)
VolumeN/A
Net Assets123.53M
NAESX vs WBCIX Comparison Chart
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WBCIX (124M). NAESX pays higher dividends than WBCIX: NAESX (1.35) vs WBCIX (0.11). 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 : 5.19 vs. WBCIX (2.39). WBCIX return over 5 years is better than : 66.74 vs. NAESX (63.19).
| 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 | -4.390 | -7.101 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 124M | 119,355% |
| Annual Yield % from dividends | 1.35 | 0.11 | 1,226% |
| Returns for 1 year | 5.19 | 2.39 | 218% |
| Returns for 3 years | 31.28 | 22.39 | 140% |
| Returns for 5 years | 63.19 | 66.74 | 95% |
| Returns for 10 years | 92.88 | N/A | - |
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