Interact to see
Advertisement
Advertisement
NAESX vs WMCVX
NAESX vs WMCVX Comparison
Open Charts NAESX vs WMCVX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
NAESX vs WMCVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WMCVX commentary
Aug 18, 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 WMCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WMCVX (1.6B). NAESX pays higher dividends than WMCVX: NAESX (1.25) vs WMCVX (0.06). NAESX was incepted earlier than WMCVX: NAESX (65 years) vs WMCVX (28 years). WMCVX (1.18) is less costly to investors than NAESX (0.17). WMCVX is a more actively managed with annual turnover of: 69.00 vs. NAESX (13.00). WMCVX has a lower initial minimum investment than NAESX: WMCVX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. WMCVX (-12.29). NAESX return over 5 years is better than : 57.53 vs. WMCVX (31.66).
| NAESX | WMCVX | NAESX / WMCVX | |
| Total Expense Ratio | 0.17 | 1.18 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.18 | 14% |
| Fund Existence | 65 years | 28 years | - |
| Gain YTD | 2.494 | -0.709 | -352% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.6B | 9,607% |
| Annual Yield % from dividends | 1.25 | 0.06 | 2,014% |
| Returns for 1 year | 9.15 | -12.29 | -74% |
| Returns for 3 years | 20.39 | 4.98 | 409% |
| Returns for 5 years | 57.53 | 31.66 | 182% |
| Returns for 10 years | 112.59 | 54.43 | 207% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement