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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$122.77
Change-$0.28 (-0.23%)
VolumeN/A
Net Assets161.58B
Westwood Quality SMidCap Fund Inst
Price$16.86
Change-$0.11 (-0.65%)
VolumeN/A
Net Assets98.66M
NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX commentary
Dec 04, 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 Buy and WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WHGMX (98.7M). NAESX pays higher dividends than WHGMX: NAESX (1.21) vs WHGMX (1.12). 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 (-0.86) and WHGMX (-0.88) have marching annual gain over last year. NAESX return over 5 years is better than : 40.97 vs. WHGMX (31.32).
| 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 | 7.092 | 7.702 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 98.7M | 164,134% |
| Annual Yield % from dividends | 1.21 | 1.12 | 107% |
| Returns for 1 year | -0.86 | -0.88 | 97% |
| Returns for 3 years | 32.07 | 29.09 | 110% |
| Returns for 5 years | 40.97 | 31.32 | 131% |
| Returns for 10 years | 131.34 | 13.52 | 971% |
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