Interact to see
Advertisement
Advertisement
NAESX vs WHGAX
NAESX vs WHGAX Comparison
Open Charts NAESX vs WHGAX
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
Westwood Quality SmallCap Fund A
Price$19.61
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets942.32M
NAESX vs WHGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WHGAX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. WHGAX (942M). NAESX pays higher dividends than WHGAX: NAESX (1.21) vs WHGAX (0.72). 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 : 8.22 vs. WHGAX (-3.76). NAESX return over 5 years is better than : 36.35 vs. WHGAX (15.73).
| 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 | 9.833 | -3.170 | -310% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163B | 942M | 17,304% |
| Annual Yield % from dividends | 1.21 | 0.72 | 168% |
| Returns for 1 year | 8.22 | -3.76 | -218% |
| Returns for 3 years | 44.83 | 9.02 | 497% |
| Returns for 5 years | 36.35 | 15.73 | 231% |
| Returns for 10 years | 143.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement