NAESX
Price
$122.44
Change
+$0.86 (+0.71%)
Updated
Sep 5 closing price
Net Assets
161.26B
WICVX
Price
$10.16
Change
+$0.17 (+1.70%)
Updated
Sep 4 closing price
Net Assets
1.63B
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NAESX vs WICVX

Header iconNAESX vs WICVX Comparison
Open Charts NAESX vs WICVXBanner chart's image
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Wasatch Small Cap Value Institutional
Price$10.16
Change+$0.17 (+1.70%)
VolumeN/A
Net Assets1.63B
NAESX vs WICVX Comparison Chart in %
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NAESX vs. WICVX commentary
Sep 07, 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.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. WICVX (1.63B). NAESX pays higher dividends than WICVX: NAESX (1.20) 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 : 13.62 vs. WICVX (-9.39). NAESX return over 5 years is better than : 66.60 vs. WICVX (39.39).
NAESXWICVXNAESX / WICVX
Total Expense Ratio0.171.0616%
Annual Report Gross Expense Ratio0.171.0616%
Fund Existence65 years14 years-
Gain YTD6.4941.600406%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets161B1.63B9,883%
Annual Yield % from dividends1.200.17723%
Returns for 1 year13.62-9.39-145%
Returns for 3 years39.2322.90171%
Returns for 5 years66.6039.39169%
Returns for 10 years132.3666.92198%
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