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NAESX vs WMKSX
NAESX vs WMKSX Comparison
Open Charts NAESX vs WMKSX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
WesMark Small Company Fund
Price$15.73
Change-$0.26 (-1.63%)
VolumeN/A
Net Assets143.46M
NAESX vs WMKSX Comparison Chart
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NAESX vs. WMKSX 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 WMKSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WMKSX (143M). NAESX pays higher dividends than WMKSX: NAESX (1.35) vs WMKSX (0.00). NAESX was incepted earlier than WMKSX: NAESX (65 years) vs WMKSX (31 years). WMKSX (1.23) is less costly to investors than NAESX (0.17). WMKSX is a more actively managed with annual turnover of: 26.00 vs. NAESX (13.00). WMKSX has a lower initial minimum investment than NAESX: WMKSX (1000) vs NAESX (3000). WMKSX annual gain was more profitable for investors over the last year : 15.62 vs. NAESX (5.19). NAESX return over 5 years is better than : 63.19 vs. WMKSX (31.64).
| NAESX | WMKSX | NAESX / WMKSX | |
| Total Expense Ratio | 0.17 | 1.23 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.23 | 14% |
| Fund Existence | 65 years | 31 years | - |
| Gain YTD | -4.390 | 3.696 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 143M | 103,497% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | 15.62 | 33% |
| Returns for 3 years | 31.28 | 28.06 | 111% |
| Returns for 5 years | 63.19 | 31.64 | 200% |
| Returns for 10 years | 92.88 | 10.45 | 889% |
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