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NAESX vs WHGMX
NAESX vs WHGMX Comparison
Open Charts NAESX vs WHGMX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Westwood Quality SMidCap Fund Inst
Price$16.90
Change-$0.20 (-1.17%)
VolumeN/A
Net Assets99.12M
NAESX vs WHGMX Comparison Chart in %
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NAESX vs. WHGMX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WHGMX (99.1M). NAESX pays higher dividends than WHGMX: NAESX (1.25) 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). WHGMX (9.29) and NAESX (9.15) have marching annual gain over last year. NAESX return over 5 years is better than : 57.53 vs. WHGMX (45.85).
| 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 | 2.494 | 6.692 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 99.1M | 155,399% |
| Annual Yield % from dividends | 1.25 | 1.16 | 108% |
| Returns for 1 year | 9.15 | 9.29 | 98% |
| Returns for 3 years | 20.39 | 27.60 | 74% |
| Returns for 5 years | 57.53 | 45.85 | 125% |
| Returns for 10 years | 112.59 | 8.43 | 1,336% |
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