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NAESX vs WMCVX
NAESX vs WMCVX Comparison
Open Charts NAESX vs WMCVX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
NAESX vs WMCVX Comparison Chart in %
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NAESX vs. WMCVX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WMCVX (1.43B). NAESX pays higher dividends than WMCVX: NAESX (1.16) vs WMCVX (0.00). 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: 65.00 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 : 10.68 vs. WMCVX (-3.89). NAESX return over 5 years is better than : 31.77 vs. WMCVX (-3.51).
| 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 | 5.519 | 7.589 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.43B | 11,305% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 10.68 | -3.89 | -275% |
| Returns for 3 years | 33.00 | 2.61 | 1,264% |
| Returns for 5 years | 31.77 | -3.51 | -905% |
| Returns for 10 years | 185.98 | 85.61 | 217% |
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