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NAESX vs WHGSX
NAESX vs WHGSX Comparison
Open Charts NAESX vs WHGSX
Vanguard Small Cap Index I
Price$117.71
Change-$0.46 (-0.39%)
VolumeN/A
Net Assets153.28B
Westwood Quality SmallCap Fund Inst
Price$20.72
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets1.01B
NAESX vs WHGSX Comparison Chart in %
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NAESX vs. WHGSX commentary
Jul 29, 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 WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WHGSX (1.01B). NAESX pays higher dividends than WHGSX: NAESX (1.28) vs WHGSX (0.84). NAESX was incepted earlier than WHGSX: NAESX (65 years) vs WHGSX (18 years). WHGSX (1.04) is less costly to investors than NAESX (0.17). WHGSX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WHGSX: NAESX (3000) vs WHGSX (100000). NAESX annual gain was more profitable for investors over the last year : 6.25 vs. WHGSX (-6.28). NAESX return over 5 years is better than : 62.27 vs. WHGSX (49.43).
| NAESX | WHGSX | NAESX / WHGSX | |
| Total Expense Ratio | 0.17 | 0.90 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 1.04 | 16% |
| Fund Existence | 65 years | 18 years | - |
| Gain YTD | 2.380 | 2.173 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.01B | 15,104% |
| Annual Yield % from dividends | 1.28 | 0.84 | 151% |
| Returns for 1 year | 6.25 | -6.28 | -99% |
| Returns for 3 years | 27.51 | 10.69 | 257% |
| Returns for 5 years | 62.27 | 49.43 | 126% |
| Returns for 10 years | 110.74 | 58.99 | 188% |
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