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NAESX vs WBCRX
NAESX vs WBCRX Comparison
Open Charts NAESX vs WBCRX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
William Blair Small-Mid Cap Core R6
Price$16.75
Change+$0.16 (+0.96%)
VolumeN/A
Net Assets131.38M
NAESX vs WBCRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WBCRX (131M). NAESX pays higher dividends than WBCRX: NAESX (1.28) vs WBCRX (0.16). NAESX was incepted earlier than WBCRX: NAESX (65 years) vs WBCRX (6 years). WBCRX (1.01) is less costly to investors than NAESX (0.17). WBCRX is a more actively managed with annual turnover of: 59.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WBCRX: NAESX (3000) vs WBCRX (1000000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. WBCRX (9.86). WBCRX return over 5 years is better than : 75.83 vs. NAESX (69.32).
| NAESX | WBCRX | NAESX / WBCRX | |
| Total Expense Ratio | 0.17 | 0.90 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 1.01 | 17% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | 1.432 | -1.005 | -143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 131M | 112,977% |
| Annual Yield % from dividends | 1.28 | 0.16 | 799% |
| Returns for 1 year | 12.22 | 9.86 | 124% |
| Returns for 3 years | 37.83 | 30.00 | 126% |
| Returns for 5 years | 69.32 | 75.83 | 91% |
| Returns for 10 years | 108.83 | N/A | - |
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