NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
WMKSX
Price
$16.90
Change
+$0.16 (+0.96%)
Updated
Jul 25 closing price
Net Assets
148.3M
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NAESX vs WMKSX

Header iconNAESX vs WMKSX Comparison
Open Charts NAESX vs WMKSXBanner chart's image
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
WesMark Small Company Fund
Price$16.90
Change+$0.16 (+0.96%)
VolumeN/A
Net Assets148.3M
NAESX vs WMKSX Comparison Chart in %
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NAESX vs. WMKSX commentary
Jul 28, 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 StrongBuy and WMKSX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. WMKSX (148M). NAESX pays higher dividends than WMKSX: NAESX (1.28) 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 : 14.50 vs. NAESX (8.46). NAESX return over 5 years is better than : 66.66 vs. WMKSX (26.94).
NAESXWMKSXNAESX / WMKSX
Total Expense Ratio0.171.2314%
Annual Report Gross Expense Ratio0.171.2314%
Fund Existence65 years32 years-
Gain YTD2.7819.59829%
Front LoadN/AN/A-
Min. Initial Investment30001000300%
Min. Initial Investment IRAN/AN/A-
Net Assets153B148M103,378%
Annual Yield % from dividends1.280.00-
Returns for 1 year8.4614.5058%
Returns for 3 years34.1530.56112%
Returns for 5 years66.6626.94247%
Returns for 10 years114.7119.86578%
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