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NAESX vs WFICX
NAESX vs WFICX Comparison
Open Charts NAESX vs WFICX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
North Star Small Cap Value Institutional
Price$14.99
Change+$0.20 (+1.35%)
VolumeN/A
Net Assets30.7M
NAESX vs WFICX Comparison Chart in %
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NAESX vs. WFICX commentary
Jul 27, 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: 153B vs. WFICX (30.7M). 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 : 8.46 vs. WFICX (-8.37). NAESX return over 5 years is better than : 66.66 vs. WFICX (-0.49).
| 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 | 2.781 | 4.315 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 30.7M | 498,371% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 8.46 | -8.37 | -101% |
| Returns for 3 years | 34.15 | -8.73 | -391% |
| Returns for 5 years | 66.66 | -0.49 | -13,690% |
| Returns for 10 years | 114.71 | N/A | - |
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