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NAESX vs WICVX
NAESX vs WICVX Comparison
Open Charts NAESX vs WICVX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
Wasatch Small Cap Value Institutional
Price$9.39
Change-$0.17 (-1.78%)
VolumeN/A
Net Assets1.42B
NAESX vs WICVX Comparison Chart in %
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NAESX vs. WICVX 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 WICVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WICVX (1.42B). NAESX pays higher dividends than WICVX: NAESX (1.22) 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 : 1.42 vs. WICVX (-24.55). NAESX return over 5 years is better than : 48.22 vs. WICVX (16.36).
| 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 | 6.726 | -4.400 | -153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.42B | 11,425% |
| Annual Yield % from dividends | 1.22 | 0.17 | 717% |
| Returns for 1 year | 1.42 | -24.55 | -6% |
| Returns for 3 years | 33.14 | 5.57 | 595% |
| Returns for 5 years | 48.22 | 16.36 | 295% |
| Returns for 10 years | 137.58 | 64.26 | 214% |
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