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NAESX vs WHGCX
NAESX vs WHGCX Comparison
Open Charts NAESX vs WHGCX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Westwood Quality SmallCap Fund C
Price$20.01
Change+$0.12 (+0.60%)
VolumeN/A
Net Assets977.46M
NAESX vs WHGCX Comparison Chart in %
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NAESX vs. WHGCX commentary
Feb 05, 2026
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 (977M). NAESX pays higher dividends than WHGCX: NAESX (1.16) vs WHGCX (0.00). 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: 63.00 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 : 10.68 vs. WHGCX (-0.74). NAESX return over 5 years is better than : 31.77 vs. WHGCX (8.47).
| 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 | 5.519 | 6.777 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 977M | 16,581% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 10.68 | -0.74 | -1,436% |
| Returns for 3 years | 33.00 | 1.72 | 1,913% |
| Returns for 5 years | 31.77 | 8.47 | 375% |
| Returns for 10 years | 185.98 | N/A | - |
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