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NAESX vs WFICX
NAESX vs WFICX Comparison
Open Charts NAESX vs WFICX
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
North Star Small Cap Value Institutional
Price$15.87
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets31.46M
NAESX vs WFICX Comparison Chart in %
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NAESX vs. WFICX 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 WFICX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WFICX (31.5M). NAESX pays higher dividends than WFICX: NAESX (1.20) 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 : 15.53 vs. WFICX (2.80). NAESX return over 5 years is better than : 68.06 vs. WFICX (-1.04).
| 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 | 6.625 | 10.021 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 31.5M | 511,111% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 15.53 | 2.80 | 555% |
| Returns for 3 years | 32.39 | -1.73 | -1,875% |
| Returns for 5 years | 68.06 | -1.04 | -6,517% |
| Returns for 10 years | 133.63 | N/A | - |
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