NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
WHGMX
Price
$16.61
Change
+$0.08 (+0.48%)
Updated
Jul 25 closing price
Net Assets
97.65M
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NAESX vs WHGMX

Header iconNAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMXBanner chart's image
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Westwood Quality SMidCap Fund Inst
Price$16.61
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets97.65M
NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX 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 WHGMX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WHGMX (97.6M). NAESX pays higher dividends than WHGMX: NAESX (1.28) vs WHGMX (1.19). NAESX was incepted earlier than WHGMX: NAESX (65 years) vs WHGMX (20 years). WHGMX (1.07) is less costly to investors than NAESX (0.17). WHGMX is a more actively managed with annual turnover of: 73.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WHGMX: NAESX (3000) vs WHGMX (100000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. WHGMX (5.79). NAESX return over 5 years is better than : 66.66 vs. WHGMX (52.26).
NAESXWHGMXNAESX / WHGMX
Total Expense Ratio0.170.9019%
Annual Report Gross Expense Ratio0.171.0716%
Fund Existence65 years20 years-
Gain YTD2.7814.86157%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets153B97.6M156,762%
Annual Yield % from dividends1.281.19107%
Returns for 1 year8.465.79146%
Returns for 3 years34.1536.2094%
Returns for 5 years66.6652.26128%
Returns for 10 years114.717.081,621%
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