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NAESX vs WHGSX
NAESX vs WHGSX Comparison
Open Charts NAESX vs WHGSX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Westwood Quality SmallCap Fund Inst
Price$20.64
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets1.02B
NAESX vs WHGSX Comparison Chart in %
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NAESX vs. WHGSX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WHGSX (1.02B). 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 : 12.22 vs. WHGSX (3.95). NAESX return over 5 years is better than : 69.32 vs. WHGSX (57.64).
| 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 | 1.432 | 1.926 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.02B | 14,524% |
| Annual Yield % from dividends | 1.28 | 0.84 | 151% |
| Returns for 1 year | 12.22 | 3.95 | 310% |
| Returns for 3 years | 37.83 | 19.66 | 192% |
| Returns for 5 years | 69.32 | 57.64 | 120% |
| Returns for 10 years | 108.83 | 56.92 | 191% |
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