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NAESX vs WBCRX
NAESX vs WBCRX Comparison
Open Charts NAESX vs WBCRX
Vanguard Small Cap Index I
Price$122.77
Change-$0.28 (-0.23%)
VolumeN/A
Net Assets161.58B
William Blair Small-Mid Cap Core R6
Price$17.05
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets126.05M
NAESX vs WBCRX Comparison Chart in %
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NAESX vs. WBCRX commentary
Dec 04, 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 Buy and WBCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WBCRX (126M). NAESX pays higher dividends than WBCRX: NAESX (1.21) vs WBCRX (0.15). 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 : -0.86 vs. WBCRX (-5.89). WBCRX (42.14) and NAESX (40.97) 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 | 7.092 | 1.123 | 632% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 126M | 128,571% |
| Annual Yield % from dividends | 1.21 | 0.15 | 793% |
| Returns for 1 year | -0.86 | -5.89 | 15% |
| Returns for 3 years | 32.07 | 19.41 | 165% |
| Returns for 5 years | 40.97 | 42.14 | 97% |
| Returns for 10 years | 131.34 | N/A | - |
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