NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
WBCRX
Price
$17.00
Change
+$0.13 (+0.77%)
Updated
Jul 25 closing price
Net Assets
142.85M
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NAESX vs WBCRX

Header iconNAESX vs WBCRX Comparison
Open Charts NAESX vs WBCRXBanner chart's image
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
William Blair Small-Mid Cap Core R6
Price$17.00
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets142.85M
NAESX vs WBCRX Comparison Chart in %
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NAESX vs. WBCRX commentary
Jul 27, 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 StrongBuy and WBCRX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WBCRX (143M). 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 : 8.46 vs. WBCRX (5.43). WBCRX return over 5 years is better than : 74.08 vs. NAESX (66.66).
NAESXWBCRXNAESX / WBCRX
Total Expense Ratio0.170.9019%
Annual Report Gross Expense Ratio0.171.0117%
Fund Existence65 years6 years-
Gain YTD2.7810.473588%
Front LoadN/AN/A-
Min. Initial Investment300010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets153B143M106,993%
Annual Yield % from dividends1.280.16799%
Returns for 1 year8.465.43156%
Returns for 3 years34.1528.37120%
Returns for 5 years66.6674.0890%
Returns for 10 years114.71N/A-
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