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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Westwood Quality SMidCap Fund Inst
Price$17.67
Change+$0.77 (+4.56%)
VolumeN/A
Net Assets104.86M
NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX commentary
Feb 04, 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 WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WHGMX (105M). NAESX pays higher dividends than WHGMX: NAESX (1.16) vs WHGMX (0.40). 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: 66.00 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 : 10.68 vs. WHGMX (8.81). NAESX return over 5 years is better than : 31.77 vs. WHGMX (28.69).
| NAESX | WHGMX | NAESX / WHGMX | |
| Total Expense Ratio | 0.17 | 0.90 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 1.07 | 16% |
| Fund Existence | 65 years | 20 years | - |
| Gain YTD | 5.519 | 8.140 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 105M | 154,286% |
| Annual Yield % from dividends | 1.16 | 0.40 | 294% |
| Returns for 1 year | 10.68 | 8.81 | 121% |
| Returns for 3 years | 33.00 | 31.59 | 104% |
| Returns for 5 years | 31.77 | 28.69 | 111% |
| Returns for 10 years | 185.98 | 48.23 | 386% |
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