Interact to see
Advertisement
Advertisement
NAESX vs WICVX
NAESX vs WICVX Comparison
Open Charts NAESX vs WICVX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Wasatch Small Cap Value Institutional
Price$9.22
Change-$0.18 (-1.91%)
VolumeN/A
Net Assets1.49B
NAESX vs WICVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WICVX commentary
Jun 15, 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 Buy and WICVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WICVX (1.49B). NAESX pays higher dividends than WICVX: NAESX (1.35) vs WICVX (0.18). NAESX was incepted earlier than WICVX: NAESX (65 years) vs WICVX (13 years). WICVX (1.06) is less costly to investors than NAESX (0.17). WICVX is a more actively managed with annual turnover of: 61.00 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 : 5.19 vs. WICVX (-14.65). NAESX return over 5 years is better than : 63.19 vs. WICVX (39.68).
| 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 | 13 years | - |
| Gain YTD | -4.390 | -7.800 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.49B | 9,913% |
| Annual Yield % from dividends | 1.35 | 0.18 | 754% |
| Returns for 1 year | 5.19 | -14.65 | -35% |
| Returns for 3 years | 31.28 | 12.75 | 245% |
| Returns for 5 years | 63.19 | 39.68 | 159% |
| Returns for 10 years | 92.88 | 42.03 | 221% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement