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NAESX vs WMKSX
NAESX vs WMKSX Comparison
Open Charts NAESX vs WMKSX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
WesMark Small Company Fund
Price$16.68
Change+$0.18 (+1.09%)
VolumeN/A
Net Assets146.63M
NAESX vs WMKSX Comparison Chart in %
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NAESX vs. WMKSX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. WMKSX (147M). 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 : 18.97 vs. NAESX (12.22). NAESX return over 5 years is better than : 69.32 vs. WMKSX (28.46).
| 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 | 1.432 | 8.171 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 147M | 100,680% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.22 | 18.97 | 64% |
| Returns for 3 years | 37.83 | 33.27 | 114% |
| Returns for 5 years | 69.32 | 28.46 | 244% |
| Returns for 10 years | 108.83 | 18.13 | 600% |