Interact to see
Advertisement
Advertisement
NAESX vs WESCX
NAESX vs WESCX Comparison
Open Charts NAESX vs WESCX
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
Keeley Small Cap Fund AAA
Price$23.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets70.58M
NAESX vs WESCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WESCX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WESCX (70.6M). NAESX pays higher dividends than WESCX: NAESX (1.20) vs WESCX (0.60). 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 : 15.53 vs. WESCX (-8.29). NAESX return over 5 years is better than : 68.06 vs. WESCX (53.26).
| 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 | 6.625 | 7.066 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 70.6M | 228,045% |
| Annual Yield % from dividends | 1.20 | 0.60 | 200% |
| Returns for 1 year | 15.53 | -8.29 | -187% |
| Returns for 3 years | 32.39 | 8.92 | 363% |
| Returns for 5 years | 68.06 | 53.26 | 128% |
| Returns for 10 years | 133.63 | 26.59 | 503% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement