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NAESX vs WHGAX
NAESX vs WHGAX Comparison
Open Charts NAESX vs WHGAX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
Westwood Quality SmallCap Fund A
Price$19.81
Change-$0.26 (-1.30%)
VolumeN/A
Net Assets943.35M
NAESX vs WHGAX Comparison Chart in %
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NAESX vs. WHGAX commentary
Nov 14, 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 WHGAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WHGAX (943M). NAESX pays higher dividends than WHGAX: NAESX (1.22) vs WHGAX (0.74). 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 : 1.42 vs. WHGAX (-11.88). NAESX return over 5 years is better than : 48.22 vs. WHGAX (30.00).
| 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 | 6.726 | -0.594 | -1,132% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 943M | 17,179% |
| Annual Yield % from dividends | 1.22 | 0.74 | 164% |
| Returns for 1 year | 1.42 | -11.88 | -12% |
| Returns for 3 years | 33.14 | 5.04 | 658% |
| Returns for 5 years | 48.22 | 30.00 | 161% |
| Returns for 10 years | 137.58 | N/A | - |
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