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NAESX vs WESCX
NAESX vs WESCX Comparison
Open Charts NAESX vs WESCX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Keeley Small Cap Fund AAA
Price$22.73
Change-$0.21 (-0.92%)
VolumeN/A
Net Assets67.41M
NAESX vs WESCX Comparison Chart in %
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NAESX vs. WESCX commentary
Aug 18, 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 WESCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WESCX (67.4M). NAESX pays higher dividends than WESCX: NAESX (1.25) vs WESCX (0.64). 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 : 9.15 vs. WESCX (-13.71). NAESX return over 5 years is better than : 57.53 vs. WESCX (38.96).
| 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 | 2.494 | 1.655 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 67.4M | 228,487% |
| Annual Yield % from dividends | 1.25 | 0.64 | 195% |
| Returns for 1 year | 9.15 | -13.71 | -67% |
| Returns for 3 years | 20.39 | -6.42 | -318% |
| Returns for 5 years | 57.53 | 38.96 | 148% |
| Returns for 10 years | 112.59 | 15.76 | 715% |
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