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NAESX vs WICVX
NAESX vs WICVX Comparison
Open Charts NAESX vs WICVX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Wasatch Small Cap Value Institutional
Price$9.94
Change-$0.11 (-1.09%)
VolumeN/A
Net Assets1.6B
NAESX vs WICVX Comparison Chart in %
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NAESX vs. WICVX commentary
Aug 17, 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 WICVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WICVX (1.6B). NAESX pays higher dividends than WICVX: NAESX (1.25) vs WICVX (0.17). NAESX was incepted earlier than WICVX: NAESX (65 years) vs WICVX (14 years). WICVX (1.06) is less costly to investors than NAESX (0.17). WICVX is a more actively managed with annual turnover of: 69.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WICVX: NAESX (3000) vs WICVX (100000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. WICVX (-12.05). NAESX return over 5 years is better than : 57.53 vs. WICVX (32.74).
| NAESX | WICVX | NAESX / WICVX | |
| Total Expense Ratio | 0.17 | 1.06 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.06 | 16% |
| Fund Existence | 65 years | 14 years | - |
| Gain YTD | 2.494 | -0.600 | -416% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.6B | 9,607% |
| Annual Yield % from dividends | 1.25 | 0.17 | 729% |
| Returns for 1 year | 9.15 | -12.05 | -76% |
| Returns for 3 years | 20.39 | 5.57 | 366% |
| Returns for 5 years | 57.53 | 32.74 | 176% |
| Returns for 10 years | 112.59 | 56.69 | 199% |
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