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NAESX vs WHGCX
NAESX vs WHGCX Comparison
Open Charts NAESX vs WHGCX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Westwood Quality SmallCap Fund C
Price$20.88
Change+$0.38 (+1.85%)
VolumeN/A
Net Assets1.03B
NAESX vs WHGCX Comparison Chart in %
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NAESX vs. WHGCX commentary
Sep 08, 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 WHGCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WHGCX (1.03B). NAESX pays higher dividends than WHGCX: NAESX (1.20) vs WHGCX (0.25). NAESX was incepted earlier than WHGCX: NAESX (65 years) vs WHGCX (6 years). WHGCX (1.93) is less costly to investors than NAESX (0.17). WHGCX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). WHGCX has a lower initial minimum investment than NAESX: WHGCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. WHGCX (-0.11). NAESX return over 5 years is better than : 66.60 vs. WHGCX (42.75).
| NAESX | WHGCX | NAESX / WHGCX | |
| Total Expense Ratio | 0.17 | 1.79 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 1.93 | 9% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | 6.494 | 4.621 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.03B | 15,586% |
| Annual Yield % from dividends | 1.20 | 0.25 | 485% |
| Returns for 1 year | 13.62 | -0.11 | -12,168% |
| Returns for 3 years | 39.23 | 19.66 | 200% |
| Returns for 5 years | 66.60 | 42.75 | 156% |
| Returns for 10 years | 132.36 | N/A | - |
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