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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Westwood Quality SMidCap Fund Inst
Price$16.51
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets97.27M
NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX 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 WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WHGMX (97.3M). 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 (12.22) and WHGMX (11.92) have marching annual gain over last year. NAESX return over 5 years is better than : 69.32 vs. WHGMX (57.13).
| 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 | 1.432 | 4.230 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 97.3M | 152,107% |
| Annual Yield % from dividends | 1.28 | 1.19 | 107% |
| Returns for 1 year | 12.22 | 11.92 | 103% |
| Returns for 3 years | 37.83 | 39.84 | 95% |
| Returns for 5 years | 69.32 | 57.13 | 121% |
| Returns for 10 years | 108.83 | 3.82 | 2,850% |
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