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NAESX vs WHGCX
NAESX vs WHGCX Comparison
Open Charts NAESX vs WHGCX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Westwood Quality SmallCap Fund C
Price$19.53
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets943.92M
NAESX vs WHGCX Comparison Chart in %
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NAESX vs. WHGCX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WHGCX (944M). NAESX pays higher dividends than WHGCX: NAESX (1.23) 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 : 4.92 vs. WHGCX (-11.31). NAESX return over 5 years is better than : 55.28 vs. WHGCX (32.50).
| 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 | 5.577 | -1.909 | -292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 944M | 17,161% |
| Annual Yield % from dividends | 1.23 | 0.25 | 486% |
| Returns for 1 year | 4.92 | -11.31 | -43% |
| Returns for 3 years | 41.91 | 13.02 | 322% |
| Returns for 5 years | 55.28 | 32.50 | 170% |
| Returns for 10 years | 130.16 | N/A | - |
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