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NAESX vs WHGSX
NAESX vs WHGSX Comparison
Open Charts NAESX vs WHGSX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
Westwood Quality SmallCap Fund Inst
Price$19.88
Change-$0.27 (-1.34%)
VolumeN/A
Net Assets943.35M
NAESX vs WHGSX Comparison Chart in %
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NAESX vs. WHGSX commentary
Nov 14, 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 (943M). NAESX pays higher dividends than WHGSX: NAESX (1.22) vs WHGSX (0.85). 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 : 1.42 vs. WHGSX (-11.74). NAESX return over 5 years is better than : 48.22 vs. WHGSX (30.85).
| 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 | 6.726 | -0.494 | -1,362% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 943M | 17,179% |
| Annual Yield % from dividends | 1.22 | 0.85 | 144% |
| Returns for 1 year | 1.42 | -11.74 | -12% |
| Returns for 3 years | 33.14 | 5.51 | 602% |
| Returns for 5 years | 48.22 | 30.85 | 156% |
| Returns for 10 years | 137.58 | 62.84 | 219% |
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