Interact to see
Advertisement
Advertisement
NAESX vs WMKSX
NAESX vs WMKSX Comparison
Open Charts NAESX vs WMKSX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
WesMark Small Company Fund
Price$17.12
Change-$0.30 (-1.72%)
VolumeN/A
Net Assets149.57M
NAESX vs WMKSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. WMKSX 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 WMKSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. WMKSX (150M). NAESX pays higher dividends than WMKSX: NAESX (1.25) vs WMKSX (0.00). NAESX was incepted earlier than WMKSX: NAESX (65 years) vs WMKSX (32 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 : 18.31 vs. NAESX (9.15). NAESX return over 5 years is better than : 57.53 vs. WMKSX (20.82).
| 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 | 32 years | - |
| Gain YTD | 2.494 | 11.025 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 150M | 102,667% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 9.15 | 18.31 | 50% |
| Returns for 3 years | 20.39 | 22.63 | 90% |
| Returns for 5 years | 57.53 | 20.82 | 276% |
| Returns for 10 years | 112.59 | 18.50 | 609% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NIECX | 18.78 | 0.16 | +0.86% |
| BNY Mellon International Equity C | |||
| WEBAX | 10.49 | -0.02 | -0.19% |
| TETON Westwood Balanced AAA | |||
| PGIEX | 33.03 | -0.07 | -0.21% |
| Putnam Focused Equity C | |||
| BIAWX | 56.90 | -0.24 | -0.42% |
| Brown Advisory Sustainable Growth Inv | |||
| JMVCX | 15.69 | -0.11 | -0.70% |
| Janus Henderson Mid Cap Value C | |||