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NAESX vs WHGAX
NAESX vs WHGAX Comparison
Open Charts NAESX vs WHGAX
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
Westwood Quality SmallCap Fund A
Price$20.76
Change+$0.19 (+0.92%)
VolumeN/A
Net Assets994.79M
NAESX vs WHGAX Comparison Chart in %
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NAESX vs. WHGAX commentary
Sep 28, 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 Buy and WHGAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WHGAX (995M). NAESX pays higher dividends than WHGAX: NAESX (1.20) vs WHGAX (0.69). NAESX was incepted earlier than WHGAX: NAESX (65 years) vs WHGAX (6 years). WHGAX (1.18) is less costly to investors than NAESX (0.17). WHGAX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). WHGAX has a lower initial minimum investment than NAESX: WHGAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.00 vs. WHGAX (-3.69). NAESX return over 5 years is better than : 71.48 vs. WHGAX (57.39).
| NAESX | WHGAX | NAESX / WHGAX | |
| Total Expense Ratio | 0.17 | 1.04 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.18 | 14% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | 6.199 | 2.823 | 220% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 995M | 16,181% |
| Annual Yield % from dividends | 1.20 | 0.69 | 173% |
| Returns for 1 year | 8.00 | -3.69 | -217% |
| Returns for 3 years | 50.66 | 28.56 | 177% |
| Returns for 5 years | 71.48 | 57.39 | 125% |
| Returns for 10 years | 148.14 | N/A | - |
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