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NAESX vs WESCX
NAESX vs WESCX Comparison
Open Charts NAESX vs WESCX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Keeley Small Cap Fund AAA
Price$22.34
Change+$0.18 (+0.81%)
VolumeN/A
Net Assets68.8M
NAESX vs WESCX Comparison Chart in %
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NAESX vs. WESCX commentary
Jul 07, 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 WESCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WESCX (68.8M). NAESX pays higher dividends than WESCX: NAESX (1.28) vs WESCX (0.65). NAESX was incepted earlier than WESCX: NAESX (65 years) vs WESCX (28 years). WESCX (1.58) is less costly to investors than NAESX (0.17). WESCX is a more actively managed with annual turnover of: 21.00 vs. NAESX (13.00). WESCX has a lower initial minimum investment than NAESX: WESCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. WESCX (-11.59). NAESX return over 5 years is better than : 69.32 vs. WESCX (51.20).
| NAESX | WESCX | NAESX / WESCX | |
| Total Expense Ratio | 0.17 | 1.25 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.58 | 11% |
| Fund Existence | 65 years | 28 years | - |
| Gain YTD | 1.432 | -0.089 | -1,601% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 68.8M | 215,116% |
| Annual Yield % from dividends | 1.28 | 0.65 | 197% |
| Returns for 1 year | 12.22 | -11.59 | -105% |
| Returns for 3 years | 37.83 | 2.65 | 1,428% |
| Returns for 5 years | 69.32 | 51.20 | 135% |
| Returns for 10 years | 108.83 | 11.49 | 947% |