Interact to see
Advertisement
Advertisement
NAESX vs WBCRX
NAESX vs WBCRX Comparison
Open Charts NAESX vs WBCRX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
William Blair Small-Mid Cap Core R6
Price$15.72
Change-$0.26 (-1.63%)
VolumeN/A
Net Assets125.64M
NAESX vs WBCRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WBCRX (126M). NAESX pays higher dividends than WBCRX: NAESX (1.35) vs WBCRX (0.17). 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 : 5.19 vs. WBCRX (2.37). WBCRX return over 5 years is better than : 67.11 vs. NAESX (63.19).
| 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 | -4.390 | -7.092 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 126M | 117,460% |
| Annual Yield % from dividends | 1.35 | 0.17 | 813% |
| Returns for 1 year | 5.19 | 2.37 | 219% |
| Returns for 3 years | 31.28 | 22.58 | 139% |
| Returns for 5 years | 63.19 | 67.11 | 94% |
| Returns for 10 years | 92.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement