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NAESX vs WHGSX
NAESX vs WHGSX Comparison
Open Charts NAESX vs WHGSX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Westwood Quality SmallCap Fund Inst
Price$20.00
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets943.92M
NAESX vs WHGSX Comparison Chart in %
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NAESX vs. WHGSX commentary
Oct 19, 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 WHGSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WHGSX (944M). NAESX pays higher dividends than WHGSX: NAESX (1.23) vs WHGSX (0.81). NAESX was incepted earlier than WHGSX: NAESX (65 years) vs WHGSX (19 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 : 4.92 vs. WHGSX (-10.41). NAESX return over 5 years is better than : 55.28 vs. WHGSX (38.72).
| 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 | 19 years | - |
| Gain YTD | 5.577 | -1.235 | -452% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 944M | 17,161% |
| Annual Yield % from dividends | 1.23 | 0.81 | 152% |
| Returns for 1 year | 4.92 | -10.41 | -47% |
| Returns for 3 years | 41.91 | 16.27 | 258% |
| Returns for 5 years | 55.28 | 38.72 | 143% |
| Returns for 10 years | 130.16 | 56.70 | 230% |
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