NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
WHGAX
Price
$20.57
Change
+$0.07 (+0.34%)
Updated
Jul 3 closing price
Net Assets
1.02B
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NAESX vs WHGAX

Header iconNAESX vs WHGAX Comparison
Open Charts NAESX vs WHGAXBanner chart's image
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund A
Price$20.57
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets1.02B
NAESX vs WHGAX Comparison Chart in %
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NAESX vs. WHGAX commentary
Jul 07, 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 WHGAX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WHGAX (1.02B). NAESX pays higher dividends than WHGAX: NAESX (1.28) 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 : 12.22 vs. WHGAX (3.79). NAESX return over 5 years is better than : 69.32 vs. WHGAX (56.63).
NAESXWHGAXNAESX / WHGAX
Total Expense Ratio0.171.0416%
Annual Report Gross Expense Ratio0.171.1814%
Fund Existence65 years6 years-
Gain YTD1.4321.88276%
Front LoadN/A4%-
Min. Initial Investment30001000300%
Min. Initial Investment IRAN/AN/A-
Net Assets148B1.02B14,524%
Annual Yield % from dividends1.280.74173%
Returns for 1 year12.223.79322%
Returns for 3 years37.8319.15197%
Returns for 5 years69.3256.63122%
Returns for 10 years108.83N/A-
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