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NAESX vs WSCOX
NAESX vs WSCOX Comparison
Open Charts NAESX vs WSCOX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Allspring Disciplined Small Cap Inst
Price$15.35
Change-$0.11 (-0.71%)
VolumeN/A
Net Assets106.33M
NAESX vs WSCOX Comparison Chart in %
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NAESX vs. WSCOX commentary
Oct 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 WSCOX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. WSCOX (106M). NAESX pays higher dividends than WSCOX: NAESX (1.23) vs WSCOX (0.32). NAESX was incepted earlier than WSCOX: NAESX (65 years) vs WSCOX (11 years). WSCOX (0.96) is less costly to investors than NAESX (0.17). WSCOX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than WSCOX: NAESX (3000) vs WSCOX (1000000). WSCOX annual gain was more profitable for investors over the last year : 8.82 vs. NAESX (4.92). WSCOX return over 5 years is better than : 78.48 vs. NAESX (55.28).
| NAESX | WSCOX | NAESX / WSCOX | |
| Total Expense Ratio | 0.17 | 0.60 | 28% |
| Annual Report Gross Expense Ratio | 0.17 | 0.96 | 18% |
| Fund Existence | 65 years | 11 years | - |
| Gain YTD | 5.577 | 17.086 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 106M | 152,830% |
| Annual Yield % from dividends | 1.23 | 0.32 | 387% |
| Returns for 1 year | 4.92 | 8.82 | 56% |
| Returns for 3 years | 41.91 | 49.57 | 85% |
| Returns for 5 years | 55.28 | 78.48 | 70% |
| Returns for 10 years | 130.16 | -33.70 | -386% |
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