Interact to see
Advertisement
Advertisement
NAESX vs WBCRX
NAESX vs WBCRX Comparison
Open Charts NAESX vs WBCRX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
William Blair Small-Mid Cap Core R6
Price$16.55
Change-$0.36 (-2.13%)
VolumeN/A
Net Assets127.17M
NAESX vs WBCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WBCRX commentary
Nov 14, 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 Hold and WBCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WBCRX (127M). NAESX pays higher dividends than WBCRX: NAESX (1.22) 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 : 1.42 vs. WBCRX (-4.90). NAESX (48.22) and WBCRX (47.31) have equivalent 5 years return.
| 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 | 6.726 | -0.059 | -11,381% |
| 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 | 1.22 | 0.16 | 789% |
| Returns for 1 year | 1.42 | -4.90 | -29% |
| Returns for 3 years | 33.14 | 20.87 | 159% |
| Returns for 5 years | 48.22 | 47.31 | 102% |
| Returns for 10 years | 137.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers