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NAESX vs WHGCX
NAESX vs WHGCX Comparison
Open Charts NAESX vs WHGCX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund C
Price$18.91
Change-$0.29 (-1.51%)
VolumeN/A
Net Assets971.13M
NAESX vs WHGCX Comparison Chart
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WHGCX (971M). NAESX pays higher dividends than WHGCX: NAESX (1.35) vs WHGCX (0.28). 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 : 5.19 vs. WHGCX (-3.41). NAESX return over 5 years is better than : 63.19 vs. WHGCX (41.39).
| 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 | -4.390 | -5.023 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 971M | 15,242% |
| Annual Yield % from dividends | 1.35 | 0.28 | 490% |
| Returns for 1 year | 5.19 | -3.41 | -152% |
| Returns for 3 years | 31.28 | 9.62 | 325% |
| Returns for 5 years | 63.19 | 41.39 | 153% |
| Returns for 10 years | 92.88 | N/A | - |
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