Interact to see
Advertisement
Advertisement
NAESX vs WHGAX
NAESX vs WHGAX Comparison
Open Charts NAESX vs WHGAX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Westwood Quality SmallCap Fund A
Price$20.35
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets977.46M
NAESX vs WHGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WHGAX commentary
Feb 04, 2026
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 (977M). NAESX pays higher dividends than WHGAX: NAESX (1.16) vs WHGAX (0.59). 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: 63.00 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 : 10.68 vs. WHGAX (0.10). NAESX return over 5 years is better than : 31.77 vs. WHGAX (12.99).
| 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 | 5.519 | 6.880 | 80% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 977M | 16,581% |
| Annual Yield % from dividends | 1.16 | 0.59 | 197% |
| Returns for 1 year | 10.68 | 0.10 | 10,502% |
| Returns for 3 years | 33.00 | 4.28 | 772% |
| Returns for 5 years | 31.77 | 12.99 | 245% |
| Returns for 10 years | 185.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GDX | 98.22 | 4.03 | +4.28% |
| VanEck Gold Miners ETF | |||
| FMNY | 26.85 | 0.04 | +0.15% |
| First Trust New York High Inc Mncpl ETF | |||
| SIHY | 45.81 | 0.02 | +0.03% |
| Harbor Scientific Alpha High-Yield ETF | |||
| IBTK | 19.76 | N/A | N/A |
| iShares iBonds Dec 2030 Term Trsry ETF | |||
| TESL | 15.77 | -0.04 | -0.25% |
| Simplify Volt TSLA Revolution ETF | |||