NAESX
Price
$117.71
Change
-$0.46 (-0.39%)
Updated
Jul 28 closing price
Net Assets
153.28B
WHGSX
Price
$20.72
Change
+$0.03 (+0.14%)
Updated
Jul 28 closing price
Net Assets
1.01B
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NAESX vs WHGSX

Header iconNAESX vs WHGSX Comparison
Open Charts NAESX vs WHGSXBanner chart's image
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.

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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).
NAESXWHGSXNAESX / WHGSX
Total Expense Ratio0.170.9019%
Annual Report Gross Expense Ratio0.171.0416%
Fund Existence65 years18 years-
Gain YTD2.3802.173110%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets153B1.01B15,104%
Annual Yield % from dividends1.280.84151%
Returns for 1 year6.25-6.28-99%
Returns for 3 years27.5110.69257%
Returns for 5 years62.2749.43126%
Returns for 10 years110.7458.99188%
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