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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$122.63
Change+$0.18 (+0.15%)
VolumeN/A
Net Assets161.58B
Westwood Quality SMidCap Fund Inst
Price$16.76
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets96.9M
NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX commentary
Nov 14, 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 Hold and WHGMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WHGMX (96.9M). NAESX pays higher dividends than WHGMX: NAESX (1.22) vs WHGMX (1.16). 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 : 1.42 vs. WHGMX (-0.22). NAESX return over 5 years is better than : 48.22 vs. WHGMX (33.02).
| 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 | 6.726 | 5.808 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 96.9M | 167,183% |
| Annual Yield % from dividends | 1.22 | 1.16 | 106% |
| Returns for 1 year | 1.42 | -0.22 | -641% |
| Returns for 3 years | 33.14 | 28.33 | 117% |
| Returns for 5 years | 48.22 | 33.02 | 146% |
| Returns for 10 years | 137.58 | 15.60 | 882% |
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