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NAESX vs WHGCX
NAESX vs WHGCX Comparison
Open Charts NAESX vs WHGCX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund C
Price$20.21
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets1.02B
NAESX vs WHGCX Comparison Chart in %
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NAESX vs. WHGCX commentary
Jul 06, 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: 148B vs. WHGCX (1.02B). 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 : 12.22 vs. WHGCX (2.92). NAESX return over 5 years is better than : 69.32 vs. WHGCX (50.67).
| 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 | 1.432 | 1.507 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.02B | 14,524% |
| Annual Yield % from dividends | 1.28 | 0.26 | 485% |
| Returns for 1 year | 12.22 | 2.92 | 419% |
| Returns for 3 years | 37.83 | 16.29 | 232% |
| Returns for 5 years | 69.32 | 50.67 | 137% |
| Returns for 10 years | 108.83 | N/A | - |