Interact to see
Advertisement
Advertisement
NAESX vs WMCVX
NAESX vs WMCVX Comparison
Open Charts NAESX vs WMCVX
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
NAESX vs WMCVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WMCVX commentary
Sep 09, 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: 161B vs. WMCVX (1.63B). NAESX pays higher dividends than WMCVX: NAESX (1.20) 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 : 15.53 vs. WMCVX (-9.68). NAESX return over 5 years is better than : 68.06 vs. WMCVX (38.14).
| 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 | 6.625 | 1.520 | 436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.63B | 9,877% |
| Annual Yield % from dividends | 1.20 | 0.06 | 1,997% |
| Returns for 1 year | 15.53 | -9.68 | -160% |
| Returns for 3 years | 32.39 | 22.26 | 145% |
| Returns for 5 years | 68.06 | 38.14 | 178% |
| Returns for 10 years | 133.63 | 64.60 | 207% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement