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NAESX vs WBCRX
NAESX vs WBCRX Comparison
Open Charts NAESX vs WBCRX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
William Blair Small-Mid Cap Core R6
Price$17.20
Change+$0.11 (+0.64%)
VolumeN/A
Net Assets126.95M
NAESX vs WBCRX Comparison Chart in %
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NAESX vs. WBCRX 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 WBCRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WBCRX (127M). NAESX pays higher dividends than WBCRX: NAESX (1.16) vs WBCRX (0.00). 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 : 10.68 vs. WBCRX (-0.98). NAESX return over 5 years is better than : 31.77 vs. WBCRX (25.81).
| 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 | 5.519 | 3.303 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| 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 | -0.98 | -1,092% |
| Returns for 3 years | 33.00 | 13.41 | 246% |
| Returns for 5 years | 31.77 | 25.81 | 123% |
| Returns for 10 years | 185.98 | N/A | - |
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