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NAESX vs WHGSX
NAESX vs WHGSX Comparison
Open Charts NAESX vs WHGSX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Westwood Quality SmallCap Fund Inst
Price$20.41
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets977.46M
NAESX vs WHGSX Comparison Chart in %
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NAESX vs. WHGSX commentary
Feb 04, 2026
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 (977M). NAESX pays higher dividends than WHGSX: NAESX (1.16) vs WHGSX (0.71). 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: 63.00 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 : 10.68 vs. WHGSX (0.23). NAESX return over 5 years is better than : 31.77 vs. WHGSX (13.76).
| 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 | 5.519 | 6.859 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 977M | 16,581% |
| Annual Yield % from dividends | 1.16 | 0.71 | 164% |
| Returns for 1 year | 10.68 | 0.23 | 4,608% |
| Returns for 3 years | 33.00 | 4.73 | 698% |
| Returns for 5 years | 31.77 | 13.76 | 231% |
| Returns for 10 years | 185.98 | 93.13 | 200% |
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