Interact to see
Advertisement
Advertisement
NAESX vs WFICX
NAESX vs WFICX Comparison
Open Charts NAESX vs WFICX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
North Star Small Cap Value Institutional
Price$14.77
Change+$0.14 (+0.96%)
VolumeN/A
Net Assets30.56M
NAESX vs WFICX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WFICX commentary
Jul 06, 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 WFICX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WFICX (30.6M). NAESX pays higher dividends than WFICX: NAESX (1.28) vs WFICX (0.00). NAESX was incepted earlier than WFICX: NAESX (65 years) vs WFICX (7 years). WFICX (1.57) is less costly to investors than NAESX (0.17). WFICX is a more actively managed with annual turnover of: 29.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WFICX: NAESX (3000) vs WFICX (100000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. WFICX (-3.53). NAESX return over 5 years is better than : 69.32 vs. WFICX (0.32).
| NAESX | WFICX | NAESX / WFICX | |
| Total Expense Ratio | 0.17 | 0.99 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.57 | 11% |
| Fund Existence | 65 years | 7 years | - |
| Gain YTD | 1.432 | 2.784 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 30.6M | 483,660% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.22 | -3.53 | -347% |
| Returns for 3 years | 37.83 | -4.62 | -819% |
| Returns for 5 years | 69.32 | 0.32 | 21,812% |
| Returns for 10 years | 108.83 | N/A | - |