Interact to see
Advertisement
Advertisement
NAESX vs WHGAX
NAESX vs WHGAX Comparison
Open Charts NAESX vs WHGAX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Westwood Quality SmallCap Fund A
Price$20.64
Change-$0.33 (-1.57%)
VolumeN/A
Net Assets1.01B
NAESX vs WHGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WHGAX commentary
Aug 18, 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: 154B vs. WHGAX (1.01B). NAESX pays higher dividends than WHGAX: NAESX (1.25) vs WHGAX (0.73). 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 : 9.15 vs. WHGAX (-1.99). NAESX return over 5 years is better than : 57.53 vs. WHGAX (42.15).
| 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 | 2.494 | 2.229 | 112% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.01B | 15,248% |
| Annual Yield % from dividends | 1.25 | 0.73 | 173% |
| Returns for 1 year | 9.15 | -1.99 | -460% |
| Returns for 3 years | 20.39 | 6.24 | 327% |
| Returns for 5 years | 57.53 | 42.15 | 136% |
| Returns for 10 years | 112.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement