Interact to see
Advertisement
Advertisement
NAESX vs WHGCX
NAESX vs WHGCX Comparison
Open Charts NAESX vs WHGCX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Westwood Quality SmallCap Fund C
Price$20.25
Change+$0.14 (+0.70%)
VolumeN/A
Net Assets1.01B
NAESX vs WHGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WHGCX commentary
Jul 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 StrongBuy and WHGCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WHGCX (1.01B). NAESX pays higher dividends than WHGCX: NAESX (1.28) vs WHGCX (0.26). 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 : 8.46 vs. WHGCX (-5.91). NAESX return over 5 years is better than : 66.66 vs. WHGCX (46.36).
| 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 | 2.781 | 1.708 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.01B | 15,104% |
| Annual Yield % from dividends | 1.28 | 0.26 | 485% |
| Returns for 1 year | 8.46 | -5.91 | -143% |
| Returns for 3 years | 34.15 | 12.93 | 264% |
| Returns for 5 years | 66.66 | 46.36 | 144% |
| Returns for 10 years | 114.71 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement